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

Courier Capital’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	$417K	Sell	11,595 -400	-3%	-$14K	0.02%	309
2026 Q2	$406K	Hold	11,995	–	–	0.02%	315
2026 Q1	$349K	Sell	11,995 -2,105	-15%	-$65.4K	0.02%	314
2025 Q4	$460K	Hold	14,100	–	–	0.03%	275
2025 Q3	$450K	Hold	14,100	–	–	0.03%	284
2025 Q2	$412K	Hold	14,100	–	–	0.03%	298
2025 Q1	$353K	Hold	14,100	–	–	0.02%	299
2024 Q4	$393K	Hold	14,100	–	–	0.03%	287
2024 Q3	$367K	Buy	+14,100	New	+$355K	0.03%	279
2024 Q2	–	Sell	-14,100	Closed	-$327K	–	354
2024 Q1	$327K	Sell	14,100 -1,900	-12%	-$42K	0.02%	289
2023 Q4	$332K	Hold	16,000	–	–	0.03%	283
2023 Q3	$291K	Hold	16,000	–	–	0.02%	292
2023 Q2	$300K	Buy	+16,000	New	+$274K	0.02%	303

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Courier Capital's SCHG Position: Q3 2026 in Review

Courier Capital reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q3 2026, selling an estimated $14K and leaving 11,595 shares worth $417K. The position accounts for 0.02% of the portfolio, ranked #309.

Courier Capital first reported a position in SCHG in Q2 2023 and has held it in 13 quarters since. The position peaked at $460K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Courier Capital held 11,595 shares of Schwab US Large-Cap Growth ETF worth $417K as of Q3 2026.
Courier Capital sold 400 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $14K.
Schwab US Large-Cap Growth ETF made up 0.02% of Courier Capital's portfolio in Q3 2026, its #309 holding.
Courier Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Courier Capital's Schwab US Large-Cap Growth ETF position peaked at $460K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.