Salomon & Ludwin’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Salomon & Ludwin’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	$36.3K	Hold	1,234	–	–	﹤0.01%	669
2025 Q4	$40.4K	Hold	1,234	–	–	﹤0.01%	479
2025 Q3	$39.6K	Sell	1,234 -6	-0.5%	-$183	﹤0.01%	446
2025 Q2	$36.1K	Sell	1,240 -40	-3%	-$1.06K	﹤0.01%	300
2025 Q1	$32.1K	Hold	1,280	–	–	﹤0.01%	304
2024 Q4	$35.7K	Hold	1,280	–	–	﹤0.01%	283
2024 Q3	$33.3K	Hold	1,280	–	–	﹤0.01%	303
2024 Q2	$32.3K	Hold	1,280	–	–	﹤0.01%	305
2024 Q1	$29.7K	Buy	1,280 +80	+7%	+$1.77K	﹤0.01%	425
2023 Q4	$21.8K	Hold	1,200	–	–	﹤0.01%	406
2023 Q3	$21.8K	Buy	+1,200	New	+$22.6K	﹤0.01%	406
2020 Q2	–	Sell	-1,216	Closed	-$12K	–	194
2020 Q1	$12K	Hold	1,216	–	–	﹤0.01%	157
2019 Q4	$14K	Hold	1,216	–	–	﹤0.01%	166
2019 Q3	$13K	Hold	1,216	–	–	﹤0.01%	153
2019 Q2	$13K	Hold	1,216	–	–	﹤0.01%	146
2019 Q1	$12K	Hold	1,216	–	–	﹤0.01%	154
2018 Q4	$10K	Buy	+1,216	New	+$11.3K	﹤0.01%	156

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Salomon & Ludwin's SCHG Position: Q1 2026 in Review

Salomon & Ludwin held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1,234 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Salomon & Ludwin first reported a position in SCHG in Q4 2018 and has held it in 17 quarters since. The position peaked at $40.4K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Salomon & Ludwin held 1,234 shares of Schwab US Large-Cap Growth ETF worth $36.3K as of Q1 2026.
Salomon & Ludwin left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #669 holding.
Salomon & Ludwin first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 17 quarters since.
Salomon & Ludwin's Schwab US Large-Cap Growth ETF position peaked at $40.4K in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.