Atlas Brown’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlas Brown’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	$381K	Buy	10,616 +11	+0.1%	+$386	0.1%	172
2026 Q2	$359K	Buy	10,605 +11	+0.1%	+$365	0.1%	178
2026 Q1	$309K	Buy	10,594 +14	+0.1%	+$435	0.09%	178
2025 Q4	$345K	Buy	10,580 +10	+0.1%	+$325	0.1%	169
2025 Q3	$337K	Buy	10,570 +60	+0.6%	+$1.83K	0.1%	171
2025 Q2	$307K	Buy	10,510 +10	+0.1%	+$264	0.1%	176
2025 Q1	$263K	Buy	10,500 +12	+0.1%	+$329	0.09%	178
2024 Q4	$292K	Buy	10,488 +12	+0.1%	+$328	0.1%	171
2024 Q3	$273K	Buy	10,476 +20	+0.2%	+$503	0.09%	176
2024 Q2	$264K	Hold	10,456	–	–	0.09%	176
2024 Q1	$242K	Buy	10,456 +16	+0.2%	+$354	0.09%	182
2023 Q4	$217K	Buy	+10,440	New	+$202K	0.09%	180

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Atlas Brown's SCHG Position: Q3 2026 in Review

Atlas Brown increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.1% in Q3 2026, buying an estimated $386 and bringing the position to 10,616 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #172.

Atlas Brown first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 195 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Atlas Brown held 10,616 shares of Schwab US Large-Cap Growth ETF worth $381K as of Q3 2026.
Atlas Brown bought 11 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $386.
Schwab US Large-Cap Growth ETF made up 0.1% of Atlas Brown's portfolio in Q3 2026, its #172 holding.
Atlas Brown first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
195 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.