BLVD Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BLVD Private Wealth’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	$1.92M	Sell	53,376 -543	-1%	-$19K	1.43%	22
2026 Q2	$1.82M	Sell	53,919 -9,748	-15%	-$323K	1.36%	24
2026 Q1	$1.85M	Sell	63,667 -166	-0.3%	-$5.16K	1.61%	15
2025 Q4	$2.08M	Sell	63,833 -1,963	-3%	-$63.8K	1.81%	14
2025 Q3	$2.1M	Sell	65,796 -2,619	-4%	-$79.8K	1.8%	14
2025 Q2	$2M	Buy	+68,415	New	+$1.81M	1.88%	13

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

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

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

BLVD Private Wealth's SCHG Position: Q3 2026 in Review

BLVD Private Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1% in Q3 2026, selling an estimated $19K and leaving 53,376 shares worth $1.92M. The position accounts for 1.43% of the portfolio, ranked #22.

BLVD Private Wealth first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.1M in Q3 2025. 552 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

BLVD Private Wealth held 53,376 shares of Schwab US Large-Cap Growth ETF worth $1.92M as of Q3 2026.
BLVD Private Wealth sold 543 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $19K.
Schwab US Large-Cap Growth ETF made up 1.43% of BLVD Private Wealth's portfolio in Q3 2026, its #22 holding.
BLVD Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
BLVD Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $2.1M in Q3 2025.
552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on BLVD Private Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.