Capital CS Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital CS Group’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	$2.5M	Sell	69,449 -16,799	-19%	-$589K	1.85%	10
2026 Q2	$2.92M	Buy	86,248 +62,703	+266%	+$2.08M	2.3%	10
2026 Q1	$686K	Sell	23,545 -80,780	-77%	-$2.51M	1.41%	8
2025 Q4	$3.4M	Buy	104,325 +4,064	+4%	+$132K	5.24%	2
2025 Q3	$3.2M	Buy	100,261 +15,300	+18%	+$466K	5.05%	2
2025 Q2	$2.48M	Buy	84,961 +13,122	+18%	+$347K	4.03%	3
2025 Q1	$1.8M	Buy	71,839 +6,808	+10%	+$186K	2.9%	6
2024 Q4	$1.81M	Buy	+65,031	New	+$1.78M	2.38%	5

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

Capital CS Group's SCHG Position: Q3 2026 in Review

Capital CS Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 19% in Q3 2026, selling an estimated $589K and leaving 69,449 shares worth $2.5M. The position accounts for 1.85% of the portfolio, ranked #10.

Capital CS Group first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.4M in Q4 2025. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Capital CS Group held 69,449 shares of Schwab US Large-Cap Growth ETF worth $2.5M as of Q3 2026.
Capital CS Group sold 16,799 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $589K.
Schwab US Large-Cap Growth ETF made up 1.85% of Capital CS Group's portfolio in Q3 2026, its #10 holding.
Capital CS Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Capital CS Group's Schwab US Large-Cap Growth ETF position peaked at $3.4M in Q4 2025.
1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Capital CS Group's 13F filing for Q3 2026, filed 29 Oct 2026.