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Ritholtz Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ritholtz Wealth Management’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 		$2.21M Buy
75,821
+42,163
+125% +$1.31M 0.04% 348
2025
Q4 		$1.1M Buy
33,658
+12,411
+58% +$404K 0.02% 487
2025
Q3 		$678K Sell
21,247
-816
-4% -$24.9K 0.01% 593
2025
Q2 		$644K Buy
22,063
+741
+3% +$19.6K 0.01% 569
2025
Q1 		$534K Buy
21,322
+4,787
+29% +$131K 0.02% 571
2024
Q4 		$461K Sell
16,535
-1
-0% -$27 0.01% 588
2024
Q3 		$431K Hold
16,536
– – 0.01% 601
2024
Q2 		$417K Sell
16,536
-5,136
-24% -$121K 0.01% 571
2024
Q1 		$502K Buy
21,672
+3,240
+18% +$71.7K 0.02% 527
2023
Q4 		$382K Sell
18,432
-480
-3% -$9.29K 0.01% 545
2023
Q3 		$344K Buy
18,912
+3,800
+25% +$71.5K 0.02% 528
2023
Q2 		$283K Hold
15,112
– – 0.01% 555
2023
Q1 		$246K Sell
15,112
-4
-0% -$61 0.01% 567
2022
Q4 		$210K Sell
15,116
-10,156
-40% -$146K 0.01% 530
2022
Q3 		$353K Buy
25,272
+10,160
+67% +$159K 0.02% 495
2022
Q2 		$219K Hold
15,112
– – 0.01% 477
2022
Q1 		$283K Buy
+15,112
New +$276K 0.02% 431
2021
Q3 		– Sell
-15,112
Closed -$276K – 570
2021
Q2 		$276K Hold
15,112
– – 0.02% 384
2021
Q1 		$245K Sell
15,112
-19,432
-56% -$316K 0.02% 361
2020
Q4 		$554K Buy
+34,544
New +$524K 0.05% 151

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

Ritholtz Wealth Management's SCHG Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 125% in Q1 2026, buying an estimated $1.31M and bringing the position to 75,821 shares worth $2.21M. The position accounts for 0.04% of the portfolio, ranked #348.

Ritholtz Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 20 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Ritholtz Wealth Management held 75,821 shares of Schwab US Large-Cap Growth ETF worth $2.21M as of Q1 2026.
  • Ritholtz Wealth Management bought 42,163 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $1.31M.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Ritholtz Wealth Management's portfolio in Q1 2026, its #348 holding.
  • Ritholtz Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.