Columbus Macro
SCHG icon

Columbus Macro’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Columbus Macro’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 		$4.8M Sell
133,670
-4,125
-3% -$145K 0.47% 86
2026
Q2 		$4.66M Buy
137,795
+31,378
+29% +$1.04M 0.45% 87
2026
Q1 		$3.1M Buy
106,417
+1,296
+1% +$40.3K 0.33% 94
2025
Q4 		$3.43M Buy
105,121
+32,008
+44% +$1.04M 0.38% 92
2025
Q3 		$2.33M Sell
73,113
-245
-0.3% -$7.47K 0.27% 111
2025
Q2 		$2.14M Buy
73,358
+6,964
+10% +$184K 0.26% 113
2025
Q1 		$1.66M Sell
66,394
-3,329
-5% -$91.2K 0.22% 127
2024
Q4 		$1.94M Buy
69,723
+61,107
+709% +$1.67M 0.27% 116
2024
Q3 		$208K Buy
8,616
+588
+7% +$14.8K 0.08% 176
2024
Q2 		$203K Sell
8,028
-728
-8% -$17.2K 0.08% 173
2024
Q1 		$203K Buy
+8,756
New +$194K 0.08% 177
2021
Q3 		– Sell
-14,440
Closed -$263K – 169
2021
Q2 		$263K Sell
14,440
-1,944
-12% -$33.6K 0.08% 154
2021
Q1 		$266K Sell
16,384
-1,592
-9% -$25.9K 0.08% 155
2020
Q4 		$289K Sell
17,976
-8,360
-32% -$127K 0.09% 142
2020
Q3 		$379K Sell
26,336
-9,168
-26% -$128K 0.12% 124
2020
Q2 		$451K Sell
35,504
-832
-2% -$9.7K 0.12% 98
2020
Q1 		$362K Buy
36,336
+5,216
+17% +$59.5K 0.1% 128
2019
Q4 		$361K Buy
31,120
+1,568
+5% +$17.3K 0.08% 147
2019
Q3 		$310K Buy
29,552
+7,272
+33% +$76.6K 0.08% 128
2019
Q2 		$232K Buy
+22,280
New +$227K 0.05% 132

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Thrive Wealth Management
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
Marquette Asset Management
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
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Columbus Macro's SCHG Position: Q3 2026 in Review

Columbus Macro reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q3 2026, selling an estimated $145K and leaving 133,670 shares worth $4.8M. The position accounts for 0.47% of the portfolio, ranked #86.

Columbus Macro first reported a position in SCHG in Q2 2019 and has held it in 20 quarters since. 395 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Columbus Macro held 133,670 shares of Schwab US Large-Cap Growth ETF worth $4.8M as of Q3 2026.
  • Columbus Macro sold 4,125 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $145K.
  • Schwab US Large-Cap Growth ETF made up 0.47% of Columbus Macro's portfolio in Q3 2026, its #86 holding.
  • Columbus Macro first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 20 quarters since.
  • 395 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Columbus Macro's 13F filing for Q3 2026, filed 14 Oct 2026.