Brady Martz Wealth Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brady Martz Wealth Solutions’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	$22.7M	Sell	630,581 -50,550	-7%	-$1.77M	3.35%	4
2026 Q2	$23M	Sell	681,131 -3,901	-0.6%	-$129K	3.48%	3
2026 Q1	$20M	Sell	685,032 -122,041	-15%	-$3.79M	3.4%	3
2025 Q4	$26.3M	Sell	807,073 -37,213	-4%	-$1.21M	4.64%	3
2025 Q3	$26.9M	Sell	844,286 -13,777	-2%	-$420K	4.89%	3
2025 Q2	$25.1M	Sell	858,063 -242,317	-22%	-$6.41M	4.85%	3
2025 Q1	$27.6M	Sell	1,100,380 -65,597	-6%	-$1.8M	6.24%	3
2024 Q4	$32.1M	Buy	+1,165,977	New	+$31.9M	7.74%	2

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Brady Martz Wealth Solutions's SCHG Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.4% in Q3 2026, selling an estimated $1.77M and leaving 630,581 shares worth $22.7M. The position accounts for 3.35% of the portfolio, ranked #4.

Brady Martz Wealth Solutions first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $32.1M in Q4 2024. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Brady Martz Wealth Solutions held 630,581 shares of Schwab US Large-Cap Growth ETF worth $22.7M as of Q3 2026.
Brady Martz Wealth Solutions sold 50,550 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.77M.
Schwab US Large-Cap Growth ETF made up 3.35% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #4 holding.
Brady Martz Wealth Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Schwab US Large-Cap Growth ETF position peaked at $32.1M in Q4 2024.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.