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

Traynor 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 		$806K Buy
28,696
+8,306
+41% +$258K 0.05% 132
2025
Q4 		$665K Buy
20,390
+33
+0.2% +$1.07K 0.04% 158
2025
Q3 		$650K Sell
20,357
-1,211
-6% -$36.9K 0.04% 158
2025
Q2 		$624K Buy
21,568
+5,904
+38% +$156K 0.04% 119
2025
Q1 		$392K Buy
15,664
+1,730
+12% +$47.4K 0.03% 139
2024
Q4 		$388K Buy
13,934
+2,606
+23% +$71.3K 0.03% 169
2024
Q3 		$295K Buy
11,328
+780
+7% +$19.6K 0.02% 182
2024
Q2 		$266K Sell
10,548
-852
-7% -$20.1K 0.02% 185
2024
Q1 		$264K Buy
+11,400
New +$252K 0.02% 198

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

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

Traynor Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 41% in Q1 2026, buying an estimated $258K and bringing the position to 28,696 shares worth $806K. The position accounts for 0.05% of the portfolio, ranked #132.

Traynor Capital Management first reported a position in SCHG in Q1 2024 and has held it in 9 quarters since. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Traynor Capital Management held 28,696 shares of Schwab US Large-Cap Growth ETF worth $806K as of Q1 2026.
  • Traynor Capital Management bought 8,306 Schwab US Large-Cap Growth ETF shares in Q1 2026, an estimated $258K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Traynor Capital Management's portfolio in Q1 2026, its #132 holding.
  • Traynor Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

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