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Richard P. Slaughter Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Richard P. Slaughter Associates’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 		– Sell
-6,346
Closed -$207K – 111
2025
Q4 		$207K Sell
6,346
-841
-12% -$27.4K 0.04% 106
2025
Q3 		$229K Sell
7,187
-3,119
-30% -$95.1K 0.05% 100
2025
Q2 		$301K Sell
10,306
-1,025
-9% -$27.1K 0.06% 96
2025
Q1 		$284K Sell
11,331
-40
-0.4% -$1.1K 0.07% 106
2024
Q4 		$317K Buy
11,371
+359
+3% +$9.82K 0.07% 125
2024
Q3 		$287K Buy
11,012
+48
+0.4% +$1.21K 0.07% 132
2024
Q2 		$276K Sell
10,964
-324
-3% -$7.64K 0.07% 130
2024
Q1 		$262K Buy
11,288
+376
+3% +$8.32K 0.06% 139
2023
Q4 		$226K Sell
10,912
-764
-7% -$14.8K 0.06% 139
2023
Q3 		$212K Sell
11,676
-752
-6% -$14.2K 0.06% 132
2023
Q2 		$233K Sell
12,428
-568
-4% -$9.74K 0.07% 123
2023
Q1 		$212K Buy
+12,996
New +$197K 0.07% 127
2022
Q3 		– Sell
-13,872
Closed -$201K – 134
2022
Q2 		$201K Buy
+13,872
New +$222K 0.09% 122

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Richard P. Slaughter Associates's SCHG Position: Q1 2026 in Review

Richard P. Slaughter Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 6,346 shares — an estimated $207K sold.

Richard P. Slaughter Associates first reported a position in SCHG in Q2 2022 and held it in 13 quarters. The position peaked at $317K in Q4 2024. 1,623 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Richard P. Slaughter Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Richard P. Slaughter Associates sold 6,346 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $207K.
  • Richard P. Slaughter Associates first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 13 quarters.
  • Richard P. Slaughter Associates's Schwab US Large-Cap Growth ETF position peaked at $317K in Q4 2024.
  • 1,623 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Richard P. Slaughter Associates's 13F filing for Q1 2026, filed 13 Apr 2026.