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Collective Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Collective Family Office’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 		$255K Buy
+7,091
New +$249K 0.05% 152
2026
Q1 		– Sell
-7,232
Closed -$236K – 160
2025
Q4 		$236K Sell
7,232
-110
-1% -$3.58K 0.05% 153
2025
Q3 		$234K Hold
7,342
– – 0.06% 154
2025
Q2 		$214K Buy
+7,342
New +$194K 0.06% 156
2024
Q1 		– Sell
-11,564
Closed -$240K – 183
2023
Q4 		$240K Sell
11,564
-9,008
-44% -$174K 0.08% 151
2023
Q3 		$374K Buy
20,572
+5,600
+37% +$105K 0.15% 117
2023
Q2 		$281K Buy
14,972
+60
+0.4% +$1.03K 0.11% 146
2023
Q1 		$243K Sell
14,912
-1,600
-10% -$24.3K 0.1% 150
2022
Q4 		$229K Sell
16,512
-20,184
-55% -$290K 0.1% 154
2022
Q3 		$512K Buy
36,696
+11,540
+46% +$181K 0.25% 97
2022
Q2 		$365K Sell
25,156
-10,396
-29% -$166K 0.16% 130
2022
Q1 		$665K Sell
35,552
-39,800
-53% -$726K 0.25% 100
2021
Q4 		$1.54M Sell
75,352
-37,288
-33% -$745K 0.61% 46
2021
Q3 		$2.08M Sell
112,640
-35,912
-24% -$684K 0.9% 31
2021
Q2 		$2.71M Sell
148,552
-94,688
-39% -$1.64M 1.16% 26
2021
Q1 		$3.95M Sell
243,240
-232,968
-49% -$3.79M 1.93% 10
2020
Q4 		$7.64M Buy
+476,208
New +$7.22M 4.25% 3

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
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
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
Farther Finance Advisors
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

Collective Family Office's SCHG Position: Q3 2026 in Review

Collective Family Office opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 7,091 shares worth $255K. The stake represents 0.05% of the portfolio and ranks #152 among its holdings. This is a return to the name: Collective Family Office previously reported a position in SCHG as recently as Q4 2025.

Collective Family Office first reported a position in SCHG in Q4 2020 and has held it in 17 quarters since. The position peaked at $7.64M in Q4 2020. 224 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Collective Family Office held 7,091 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new Collective Family Office position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Collective Family Office's portfolio in Q3 2026, its #152 holding.
  • Collective Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • Collective Family Office's Schwab US Large-Cap Growth ETF position peaked at $7.64M in Q4 2020.
  • 224 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Collective Family Office's 13F filing for Q3 2026, filed 5 Oct 2026.