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

Capital Advisors 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	$2.19M	Buy	61,064 +5,534	+10%	+$194K	0.25%	69
2026 Q2	$1.88M	Buy	55,530 +661	+1%	+$21.9K	0.22%	69
2026 Q1	$1.6M	Sell	54,869 -5,136	-9%	-$160K	0.21%	72
2025 Q4	$1.96M	Buy	60,005 +4,325	+8%	+$141K	0.27%	65
2025 Q3	$1.78M	Buy	55,680 +1,293	+2%	+$39.4K	0.25%	61
2025 Q2	$1.59M	Buy	54,387 +3,280	+6%	+$86.7K	0.25%	60
2025 Q1	$1.28M	Buy	51,107 +6,385	+14%	+$175K	0.23%	61
2024 Q4	$1.25M	Buy	44,722 +2,638	+6%	+$72.1K	0.22%	60
2024 Q3	$1.1M	Buy	42,084 +2,348	+6%	+$59.1K	0.2%	58
2024 Q2	$1M	Buy	39,736 +14,204	+56%	+$335K	0.2%	57
2024 Q1	$592K	Buy	25,532 +960	+4%	+$21.2K	0.12%	77
2023 Q4	$510K	Buy	24,572 +496	+2%	+$9.59K	0.12%	81
2023 Q3	$438K	Buy	24,076 +1,408	+6%	+$26.5K	0.11%	83
2023 Q2	$425K	Buy	22,668 +232	+1%	+$3.98K	0.11%	87
2023 Q1	$366K	Buy	22,436 +1,000	+5%	+$15.2K	0.1%	90
2022 Q4	$298K	Buy	+21,436	New	+$308K	0.09%	96

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Capital Advisors Wealth Management's SCHG Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q3 2026, buying an estimated $194K and bringing the position to 61,064 shares worth $2.19M. The position accounts for 0.25% of the portfolio, ranked #69.

Capital Advisors Wealth Management first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 181 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Capital Advisors Wealth Management held 61,064 shares of Schwab US Large-Cap Growth ETF worth $2.19M as of Q3 2026.
Capital Advisors Wealth Management bought 5,534 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $194K.
Schwab US Large-Cap Growth ETF made up 0.25% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #69 holding.
Capital Advisors Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
181 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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