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Boyce & Associates Wealth Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Boyce & Associates Wealth Consulting’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 		$613K Buy
17,073
+73
+0.4% +$2.56K 0.37% 46
2026
Q2 		$575K Sell
17,000
-98
-0.6% -$3.25K 0.4% 48
2026
Q1 		$498K Buy
17,098
+22
+0.1% +$684 0.38% 49
2025
Q4 		$557K Sell
17,076
-1,983
-10% -$64.5K 0.47% 39
2025
Q3 		$608K Sell
19,059
-1,190
-6% -$36.3K 0.5% 38
2025
Q2 		$591K Buy
20,249
+767
+4% +$20.3K 0.54% 37
2025
Q1 		$488K Sell
19,482
-627
-3% -$17.2K 0.49% 40
2024
Q4 		$560K Sell
20,109
-211
-1% -$5.77K 0.57% 34
2024
Q3 		$529K Buy
20,320
+436
+2% +$11K 0.55% 36
2024
Q2 		$501K Hold
19,884
– – 0.59% 35
2024
Q1 		$461K Sell
19,884
-28
-0.1% -$619 0.6% 31
2023
Q4 		$413K Buy
19,912
+540
+3% +$10.4K 0.6% 29
2023
Q3 		$352K Sell
19,372
-24
-0.1% -$452 0.59% 31
2023
Q2 		$363K Buy
19,396
+20
+0.1% +$343 0.61% 30
2023
Q1 		$314K Buy
19,376
+20
+0.1% +$304 0.56% 35
2022
Q4 		$269K Buy
19,356
+420
+2% +$6.04K 0.51% 34
2022
Q3 		$264K Buy
18,936
+220
+1% +$3.45K 0.54% 34
2022
Q2 		$271K Buy
18,716
+20
+0.1% +$320 0.49% 37
2022
Q1 		$350K Buy
+18,696
New +$341K 0.52% 37

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
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Boyce & Associates Wealth Consulting's SCHG Position: Q3 2026 in Review

Boyce & Associates Wealth Consulting increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.43% in Q3 2026, buying an estimated $2.56K and bringing the position to 17,073 shares worth $613K. The position accounts for 0.37% of the portfolio, ranked #46.

Boyce & Associates Wealth Consulting first reported a position in SCHG in Q1 2022 and has held it in 19 quarters since. 188 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Boyce & Associates Wealth Consulting held 17,073 shares of Schwab US Large-Cap Growth ETF worth $613K as of Q3 2026.
  • Boyce & Associates Wealth Consulting bought 73 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2.56K.
  • Schwab US Large-Cap Growth ETF made up 0.37% of Boyce & Associates Wealth Consulting's portfolio in Q3 2026, its #46 holding.
  • Boyce & Associates Wealth Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • 188 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q3 2026, filed 14 Oct 2026.