Silvercrest Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Silvercrest Asset 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	$917K	Sell	31,473 -12,384	-28%	-$385K	0.01%	613
2025 Q4	$1.43M	Buy	43,857 +18,442	+73%	+$600K	0.01%	570
2025 Q3	$811K	Buy	25,415 +202	+0.8%	+$6.16K	0.01%	638
2025 Q2	$736K	Sell	25,213 -1,187	-4%	-$31.4K	﹤0.01%	659
2025 Q1	$661K	Hold	26,400	–	–	﹤0.01%	653
2024 Q4	$736K	Sell	26,400 -40	-0.2%	-$1.09K	﹤0.01%	635
2024 Q3	$689K	Hold	26,440	–	–	﹤0.01%	616
2024 Q2	$667K	Sell	26,440 -648	-2%	-$15.3K	﹤0.01%	673
2024 Q1	$628K	Sell	27,088 -640	-2%	-$14.2K	﹤0.01%	677
2023 Q4	$575K	Hold	27,728	–	–	﹤0.01%	649
2023 Q3	$504K	Hold	27,728	–	–	﹤0.01%	677
2023 Q2	$520K	Hold	27,728	–	–	﹤0.01%	672
2023 Q1	$452K	Hold	27,728	–	–	﹤0.01%	661
2022 Q4	$385K	Buy	+27,728	New	+$399K	﹤0.01%	675

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

Silvercrest Asset Management's SCHG Position: Q1 2026 in Review

Silvercrest Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 28% in Q1 2026, selling an estimated $385K and leaving 31,473 shares worth $917K. The position accounts for 0.01% of the portfolio, ranked #613.

Silvercrest Asset Management first reported a position in SCHG in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

Silvercrest Asset Management held 31,473 shares of Schwab US Large-Cap Growth ETF worth $917K as of Q1 2026.
Silvercrest Asset Management sold 12,384 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $385K.
Schwab US Large-Cap Growth ETF made up 0.01% of Silvercrest Asset Management's portfolio in Q1 2026, its #613 holding.
Silvercrest Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Silvercrest Asset Management's Schwab US Large-Cap Growth ETF position peaked at $1.43M in Q4 2025.
1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Silvercrest Asset Management's 13F filing for Q1 2026, filed 15 May 2026.