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PGIM Custom Harvest’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PGIM Custom Harvest’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 		$277K Sell
9,492
-252
-3% -$7.83K ﹤0.01% 230
2025
Q4 		$318K Sell
9,744
-1,540
-14% -$50.1K ﹤0.01% 215
2025
Q3 		$360K Sell
11,284
-1
-0% -$30 0.01% 192
2025
Q2 		$330K Sell
11,285
-359
-3% -$9.49K 0.01% 187
2025
Q1 		$292K Buy
11,644
+748
+7% +$20.5K 0.01% 199
2024
Q4 		$304K Buy
10,896
+1,952
+22% +$53.4K 0.01% 200
2024
Q3 		$233K Buy
8,944
+952
+12% +$24K ﹤0.01% 223
2024
Q2 		$201K Buy
+7,992
New +$189K ﹤0.01% 224

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

PGIM Custom Harvest's SCHG Position: Q1 2026 in Review

PGIM Custom Harvest reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q1 2026, selling an estimated $7.83K and leaving 9,492 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

PGIM Custom Harvest first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. The position peaked at $360K in Q3 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • PGIM Custom Harvest held 9,492 shares of Schwab US Large-Cap Growth ETF worth $277K as of Q1 2026.
  • PGIM Custom Harvest sold 252 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $7.83K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of PGIM Custom Harvest's portfolio in Q1 2026, its #230 holding.
  • PGIM Custom Harvest first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
  • PGIM Custom Harvest's Schwab US Large-Cap Growth ETF position peaked at $360K in Q3 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on PGIM Custom Harvest's 13F filing for Q1 2026, filed 13 May 2026.