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

SOL 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 		– Sell
-22,170
Closed -$723K – 254
2025
Q4 		$723K Hold
22,170
– – 0.06% 206
2025
Q3 		$707K Hold
22,170
– – 0.06% 201
2025
Q2 		$648K Buy
22,170
+130
+0.6% +$3.44K 0.06% 205
2025
Q1 		$552K Buy
22,040
+280
+1% +$7.67K 0.06% 217
2024
Q4 		$606K Hold
21,760
– – 0.07% 204
2024
Q3 		$567K Sell
21,760
-300
-1% -$7.55K 0.06% 221
2024
Q2 		$556K Buy
22,060
+120
+0.5% +$2.83K 0.07% 216
2024
Q1 		$509K Hold
21,940
– – 0.06% 222
2023
Q4 		$455K Sell
21,940
-600
-3% -$11.6K 0.06% 232
2023
Q3 		$410K Sell
22,540
-40
-0.2% -$753 0.06% 224
2023
Q2 		$423K Sell
22,580
-1,320
-6% -$22.6K 0.06% 219
2023
Q1 		$389K Buy
23,900
+120
+0.5% +$1.82K 0.06% 221
2022
Q4 		$330K Buy
23,780
+300
+1% +$4.31K 0.06% 229
2022
Q3 		$328K Sell
23,480
-8,120
-26% -$127K 0.07% 213
2022
Q2 		$458K Buy
31,600
+80
+0.3% +$1.28K 0.09% 181
2022
Q1 		$590K Sell
31,520
-1,440
-4% -$26.3K 0.11% 171
2021
Q4 		$675K Buy
32,960
+10,960
+50% +$219K 0.12% 158
2021
Q3 		$407K Sell
22,000
-1,880
-8% -$35.8K 0.08% 199
2021
Q2 		$436K Hold
23,880
– – 0.09% 192
2021
Q1 		$387K Sell
23,880
-8,200
-26% -$133K 0.08% 189
2020
Q4 		$515K Hold
32,080
– – 0.12% 152
2020
Q3 		$462K Buy
32,080
+2,800
+10% +$39K 0.13% 144
2020
Q2 		$372K Buy
29,280
+8,520
+41% +$99.3K 0.11% 168
2020
Q1 		$207K Buy
20,760
+120
+0.6% +$1.37K 0.07% 203
2019
Q4 		$240K Hold
20,640
– – 0.06% 212
2019
Q3 		$217K Hold
20,640
– – 0.06% 225
2019
Q2 		$215K Buy
+20,640
New +$210K 0.06% 230

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

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

SOL Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2026, closing a stake of 22,170 shares — an estimated $723K sold.

SOL Capital Management first reported a position in SCHG in Q2 2019 and held it in 27 quarters. The position peaked at $723K in Q4 2025. 1,625 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • SOL Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • SOL Capital Management sold 22,170 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $723K.
  • SOL Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and held it in 27 quarters.
  • SOL Capital Management's Schwab US Large-Cap Growth ETF position peaked at $723K in Q4 2025.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.