Rockefeller Capital Management
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Rockefeller Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rockefeller Capital 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 		$13.4M Buy
460,404
+94,714
+26% +$2.94M 0.02% 574
2025
Q4 		$11.9M Buy
365,690
+3,095
+0.9% +$101K 0.02% 607
2025
Q3 		$11.6M Buy
362,595
+11,851
+3% +$361K 0.02% 585
2025
Q2 		$10.2M Buy
350,744
+9,387
+3% +$248K 0.02% 598
2025
Q1 		$8.55M Buy
341,357
+56,794
+20% +$1.56M 0.02% 612
2024
Q4 		$7.93M Buy
284,563
+22,315
+9% +$610K 0.02% 605
2024
Q3 		$6.83M Sell
262,248
-3,432
-1% -$86.4K 0.02% 625
2024
Q2 		$6.7M Buy
265,680
+12,748
+5% +$301K 0.02% 615
2024
Q1 		$5.86M Sell
252,932
-14,748
-6% -$326K 0.02% 644
2023
Q4 		$5.55M Buy
267,680
+4,500
+2% +$87K 0.02% 611
2023
Q3 		$4.78M Buy
263,180
+9,252
+4% +$174K 0.02% 585
2023
Q2 		$4.76M Buy
253,928
+2,628
+1% +$45.1K 0.02% 606
2023
Q1 		$4.09M Sell
251,300
-22,916
-8% -$348K 0.02% 614
2022
Q4 		$3.81M Sell
274,216
-62,588
-19% -$900K 0.02% 581
2022
Q3 		$4.7M Buy
336,804
+8,104
+2% +$127K 0.02% 547
2022
Q2 		$4.76M Buy
328,700
+22,652
+7% +$362K 0.03% 534
2022
Q1 		$5.72M Buy
306,048
+17,760
+6% +$324K 0.03% 516
2021
Q4 		$5.9M Buy
288,288
+24,160
+9% +$483K 0.03% 493
2021
Q3 		$4.89M Buy
264,128
+960
+0.4% +$18.3K 0.03% 489
2021
Q2 		$4.8M Sell
263,168
-12,352
-4% -$214K 0.03% 459
2021
Q1 		$4.47M Sell
275,520
-26,648
-9% -$434K 0.03% 392
2020
Q4 		$4.85M Buy
302,168
+4,928
+2% +$74.7K 0.04% 333
2020
Q3 		$4.28M Buy
+297,240
New +$4.14M 0.04% 295
2020
Q2 		– Sell
-592
Closed -$6K – 2672
2020
Q1 		$6K Hold
592
– – ﹤0.01% 1906
2019
Q4 		$7K Hold
592
– – ﹤0.01% 1711
2019
Q3 		$6K Hold
592
– – ﹤0.01% 1583
2019
Q2 		$6K Buy
+592
New +$6.02K ﹤0.01% 1403

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

Rockefeller Capital Management's SCHG Position: Q1 2026 in Review

Rockefeller Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 26% in Q1 2026, buying an estimated $2.94M and bringing the position to 460,404 shares worth $13.4M. The position accounts for 0.02% of the portfolio, ranked #574.

Rockefeller Capital Management first reported a position in SCHG in Q2 2019 and has held it in 27 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Rockefeller Capital Management held 460,404 shares of Schwab US Large-Cap Growth ETF worth $13.4M as of Q1 2026.
  • Rockefeller Capital Management bought 94,714 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $2.94M.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Rockefeller Capital Management's portfolio in Q1 2026, its #574 holding.
  • Rockefeller Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 27 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.