Yelin Lapidot Holdings Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Yelin Lapidot Holdings 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 Q2	$1.93M	Hold	57,120	–	–	0.37%	47
2026 Q1	$1.66M	Hold	57,120	–	–	0.35%	47
2025 Q4	$1.86M	Hold	57,120	–	–	0.37%	51
2025 Q3	$1.82M	Hold	57,120	–	–	0.38%	52
2025 Q2	$1.67M	Hold	57,120	–	–	0.3%	52
2025 Q1	$1.43M	Hold	57,120	–	–	0.28%	55
2024 Q4	$1.59M	Hold	57,120	–	–	0.28%	51
2024 Q3	$1.49M	Sell	57,120 -3,980	-7%	-$100K	0.25%	53
2024 Q2	$1.54M	Hold	61,100	–	–	0.27%	52
2024 Q1	$1.42M	Sell	61,100 -24,900	-29%	-$551K	0.29%	55
2023 Q4	$1.78M	Hold	86,000	–	–	0.43%	45
2023 Q3	$1.56M	Buy	+86,000	New	+$1.62M	0.38%	48

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Yelin Lapidot Holdings Management's SCHG Position: Q2 2026 in Review

Yelin Lapidot Holdings Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2026 at 57,120 shares worth $1.93M. The position accounts for 0.37% of the portfolio, ranked #47.

Yelin Lapidot Holdings Management first reported a position in SCHG in Q3 2023 and has held it in 12 quarters since. 1,255 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

Yelin Lapidot Holdings Management held 57,120 shares of Schwab US Large-Cap Growth ETF worth $1.93M as of Q2 2026.
Yelin Lapidot Holdings Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2026.
Schwab US Large-Cap Growth ETF made up 0.37% of Yelin Lapidot Holdings Management's portfolio in Q2 2026, its #47 holding.
Yelin Lapidot Holdings Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,255 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Yelin Lapidot Holdings Management's 13F filing for Q2 2026, filed 3 Aug 2026.