Able Wealth Management
SCHG icon

Able Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Able Wealth 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
Q3 		$264K Buy
+7,191
New +$252K 0.06% 126
2024
Q1 		– Sell
-2,416
Closed -$50.1K – 476
2023
Q4 		$50.1K Buy
+2,416
New +$46.7K 0.05% 136

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Able Wealth Management's SCHG Position: Q3 2026 in Review

Able Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 7,191 shares worth $264K. The stake represents 0.06% of the portfolio and ranks #126 among its holdings. This is a return to the name: Able Wealth Management previously reported a position in SCHG as recently as Q4 2023.

Able Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 2 quarters since. 687 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Able Wealth Management held 7,191 shares of Schwab US Large-Cap Growth ETF worth $264K as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new Able Wealth Management position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Able Wealth Management's portfolio in Q3 2026, its #126 holding.
  • Able Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 687 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.