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

Brown Wealth Management’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	$5.79M	Buy	161,187 +2,705	+2%	+$94.8K	1.27%	19
2026 Q2	$5.36M	Sell	158,482 -2,501	-2%	-$82.9K	1.2%	23
2026 Q1	$4.69M	Buy	160,983 +4,951	+3%	+$154K	1.2%	23
2025 Q4	$5.09M	Buy	156,032 +3,688	+2%	+$120K	1.34%	22
2025 Q3	$4.86M	Sell	152,344 -1,933	-1%	-$58.9K	1.37%	20
2025 Q2	$4.51M	Buy	154,277 +46,134	+43%	+$1.22M	1.4%	19
2025 Q1	$2.71M	Buy	108,143 +2,537	+2%	+$69.5K	0.93%	26
2024 Q4	$2.94M	Sell	105,606 -1,182	-1%	-$32.3K	1.04%	25
2024 Q3	$2.78M	Sell	106,788 -6,232	-6%	-$157K	1%	23
2024 Q2	$2.85M	Sell	113,020 -52	-0%	-$1.23K	1.15%	21
2024 Q1	$2.62M	Sell	113,072 -804	-0.7%	-$17.8K	1.08%	23
2023 Q4	$2.36M	Sell	113,876 -380	-0.3%	-$7.35K	1.05%	23
2023 Q3	$2.08M	Sell	114,256 -25,272	-18%	-$476K	0.99%	25
2023 Q2	$2.61M	Buy	+139,528	New	+$2.39M	1.35%	22

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 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

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

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Brown Wealth Management's SCHG Position: Q3 2026 in Review

Brown Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q3 2026, buying an estimated $94.8K and bringing the position to 161,187 shares worth $5.79M. The position accounts for 1.27% of the portfolio, ranked #19.

Brown Wealth Management first reported a position in SCHG in Q2 2023 and has held it in 14 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Brown Wealth Management held 161,187 shares of Schwab US Large-Cap Growth ETF worth $5.79M as of Q3 2026.
Brown Wealth Management bought 2,705 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $94.8K.
Schwab US Large-Cap Growth ETF made up 1.27% of Brown Wealth Management's portfolio in Q3 2026, its #19 holding.
Brown Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.