SHFL
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Seven Hills Financial, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seven Hills Financial, LLC’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
Q3 		$7.55M Buy
+210,120
New +$7.37M 4.55% 7

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Seven Hills Financial, LLC's SCHG Position: Q3 2026 in Review

Seven Hills Financial, LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 210,120 shares worth $7.55M. The stake represents 4.55% of the portfolio and ranks #7 among its holdings.

151 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Seven Hills Financial, LLC held 210,120 shares of Schwab US Large-Cap Growth ETF worth $7.55M as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new Seven Hills Financial, LLC position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 4.55% of Seven Hills Financial, LLC's portfolio in Q3 2026, its #7 holding.
  • 151 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Seven Hills Financial, LLC's 13F filing for Q3 2026, filed 13 Oct 2026.