YDMI
SCHG icon

Y.D. More Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Y.D. More Investments’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 		$31.8K Hold
1,122
– – ﹤0.01% 327
2025
Q4 		$36.6K Hold
1,122
– – ﹤0.01% 310
2025
Q3 		$35.8K Hold
1,122
– – ﹤0.01% 313
2025
Q2 		$32.8K Sell
1,122
-298
-21% -$7.88K ﹤0.01% 327
2025
Q1 		$35.6K Buy
1,420
+548
+63% +$15K ﹤0.01% 326
2024
Q4 		$24.3K Hold
872
– – ﹤0.01% 332
2024
Q3 		$22.7K Buy
+872
New +$21.9K ﹤0.01% 330
2024
Q2 		– Sell
-652
Closed -$15K – 465
2024
Q1 		$15K Hold
652
– – ﹤0.01% 300
2023
Q4 		$13.4K Buy
+652
New +$12.6K ﹤0.01% 308

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

Y.D. More Investments's SCHG Position: Q1 2026 in Review

Y.D. More Investments held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2026 at 1,122 shares worth $31.8K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Y.D. More Investments first reported a position in SCHG in Q4 2023 and has held it in 9 quarters since. The position peaked at $36.6K in Q4 2025. 1,614 funds tracked by Wall St. Rank hold SCHG as of Q1 2026.

  • Y.D. More Investments held 1,122 shares of Schwab US Large-Cap Growth ETF worth $31.8K as of Q1 2026.
  • Y.D. More Investments 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 Y.D. More Investments's portfolio in Q1 2026, its #327 holding.
  • Y.D. More Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • Y.D. More Investments's Schwab US Large-Cap Growth ETF position peaked at $36.6K in Q4 2025.
  • 1,614 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2026.

Based on Y.D. More Investments's 13F filing for Q1 2026, filed 4 May 2026.