BlueStem Wealth Partners
SCHG icon

BlueStem Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BlueStem Wealth Partners’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 		$102M Buy
2,834,618
+909,858
+47% +$31.9M 10.15% 1
2026
Q2 		$65.1M Sell
1,924,760
-835,763
-30% -$27.7M 6.49% 5
2026
Q1 		$80.4M Sell
2,760,523
-62,600
-2% -$1.95M 8.94% 1
2025
Q4 		$92.1M Buy
+2,823,123
New +$91.8M 10.17% 1

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

BlueStem Wealth Partners's SCHG Position: Q3 2026 in Review

BlueStem Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 47% in Q3 2026, buying an estimated $31.9M and bringing the position to 2,834,618 shares worth $102M. The position accounts for 10.15% of the portfolio, ranked #1.

BlueStem Wealth Partners first reported a position in SCHG in Q4 2025 and has held it in 4 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • BlueStem Wealth Partners held 2,834,618 shares of Schwab US Large-Cap Growth ETF worth $102M as of Q3 2026.
  • BlueStem Wealth Partners bought 909,858 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $31.9M.
  • Schwab US Large-Cap Growth ETF made up 10.15% of BlueStem Wealth Partners's portfolio in Q3 2026, its #1 holding.
  • BlueStem Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on BlueStem Wealth Partners's 13F filing for Q3 2026, filed 13 Nov 2026.