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Cadent Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cadent Capital Advisors’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 		$377K Sell
10,481
-15,044
-59% -$527K 0.08% 131
2026
Q2 		$864K Sell
25,525
-7,895
-24% -$262K 0.18% 102
2026
Q1 		$974K Buy
33,420
+15,818
+90% +$492K 0.25% 79
2025
Q4 		$574K Buy
17,602
+1,663
+10% +$54.1K 0.15% 100
2025
Q3 		$509K Buy
+15,939
New +$486K 0.13% 112

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Cadent Capital Advisors's SCHG Position: Q3 2026 in Review

Cadent Capital Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 59% in Q3 2026, selling an estimated $527K and leaving 10,481 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #131.

Cadent Capital Advisors first reported a position in SCHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $974K in Q1 2026. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Cadent Capital Advisors held 10,481 shares of Schwab US Large-Cap Growth ETF worth $377K as of Q3 2026.
  • Cadent Capital Advisors sold 15,044 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $527K.
  • Schwab US Large-Cap Growth ETF made up 0.08% of Cadent Capital Advisors's portfolio in Q3 2026, its #131 holding.
  • Cadent Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • Cadent Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $974K in Q1 2026.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.