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P.J. Schmidt Investment Management (PJS)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio SCHG Stock Details SCHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.69M Buy
126,587
+11,699
+10% +$364K 0.62% 42
2025
Q4 		$3.75M Buy
114,888
+3,142
+3% +$102K 0.61% 42
2025
Q3 		$3.57M Buy
111,746
+23,635
+27% +$720K 0.59% 42
2025
Q2 		$2.57M Buy
88,111
+9,031
+11% +$239K 0.45% 48
2025
Q1 		$1.98M Buy
79,080
+8,319
+12% +$228K 0.36% 55
2024
Q4 		$1.97M Buy
70,761
+93
+0.1% +$2.54K 0.34% 55
2024
Q3 		$1.84M Buy
70,668
+6,704
+10% +$169K 0.32% 57
2024
Q2 		$1.61M Buy
63,964
+10,224
+19% +$241K 0.29% 57
2024
Q1 		$1.25M Buy
53,740
+24,144
+82% +$534K 0.24% 64
2023
Q4 		$639K Buy
29,596
+2,964
+11% +$57.3K 0.13% 89
2023
Q3 		$489K Buy
26,632
+3,120
+13% +$58.7K 0.1% 104
2023
Q2 		$453K Buy
+23,512
New +$403K 0.09% 109

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s SCHG Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q1 2026, buying an estimated $364K and bringing the position to 126,587 shares worth $3.69M. The position accounts for 0.62% of the portfolio, ranked #42.

P.J. Schmidt Investment Management (PJS) first reported a position in SCHG in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.75M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 126,587 shares of Schwab US Large-Cap Growth ETF worth $3.69M as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) bought 11,699 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $364K.
  • Schwab US Large-Cap Growth ETF made up 0.62% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #42 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Schwab US Large-Cap Growth ETF position peaked at $3.75M in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.