Curtis Advisory Group
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Curtis Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Curtis Advisory 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 		$45.4M Buy
1,262,363
+3,661
+0.3% +$128K 8.45% 3
2026
Q2 		$42.6M Buy
1,258,702
+64,655
+5% +$2.14M 8.27% 3
2026
Q1 		$34.8M Buy
1,194,047
+7,486
+0.6% +$233K 7.5% 3
2025
Q4 		$38.7M Buy
1,186,561
+20,314
+2% +$661K 8.12% 3
2025
Q3 		$37.2M Sell
1,166,247
-13,472
-1% -$411K 8.44% 3
2025
Q2 		$34.5M Buy
1,179,719
+4,686
+0.4% +$124K 8.66% 3
2025
Q1 		$29.4M Sell
1,175,033
-69,653
-6% -$1.91M 8.64% 2
2024
Q4 		$34.7M Buy
1,244,686
+97,590
+9% +$2.67M 9.17% 2
2024
Q3 		$29.9M Buy
1,147,096
+348
+0% +$8.76K 8.48% 2
2024
Q2 		$28.9M Buy
1,146,748
+1,172
+0.1% +$27.6K 10.2% 2
2024
Q1 		$26.6M Sell
1,145,576
-2,100
-0.2% -$46.4K 10.28% 2
2023
Q4 		$23.8M Buy
1,147,676
+241,836
+27% +$4.68M 10.86% 2
2023
Q3 		$16.5M Sell
905,840
-17,204
-2% -$324K 5.48% 3
2023
Q2 		$17.3M Sell
923,044
-2,360
-0.3% -$40.5K 5.53% 3
2023
Q1 		$15.1M Buy
925,404
+17,504
+2% +$266K 5.51% 4
2022
Q4 		$12.6M Buy
907,900
+17,604
+2% +$253K 5.04% 4
2022
Q3 		$12.4M Buy
890,296
+72
+0% +$1.13K 5.1% 6
2022
Q2 		$12.9M Buy
890,224
+39,348
+5% +$629K 5.12% 5
2022
Q1 		$15.9M Buy
850,876
+112,724
+15% +$2.06M 5.37% 5
2021
Q4 		$15.1M Buy
738,152
+34,912
+5% +$698K 4.96% 6
2021
Q3 		$13M Buy
703,240
+127,096
+22% +$2.42M 4.73% 6
2021
Q2 		$10.5M Buy
576,144
+66,152
+13% +$1.14M 4.56% 4
2021
Q1 		$8.27M Buy
509,992
+28,128
+6% +$458K 3.67% 4
2020
Q4 		$7.74M Buy
481,864
+9,720
+2% +$147K 3.77% 5
2020
Q3 		$6.8M Sell
472,144
-9,568
-2% -$133K 4.01% 6
2020
Q2 		$6.11M Sell
481,712
-12,592
-3% -$147K 4.39% 5
2020
Q1 		$4.92M Sell
494,304
-27,736
-5% -$316K 3.25% 10
2019
Q4 		$6.06M Buy
+522,040
New +$5.75M 3.49% 10

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Curtis Advisory Group's SCHG Position: Q3 2026 in Review

Curtis Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.29% in Q3 2026, buying an estimated $128K and bringing the position to 1,262,363 shares worth $45.4M. The position accounts for 8.45% of the portfolio, ranked #3.

Curtis Advisory Group first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Curtis Advisory Group held 1,262,363 shares of Schwab US Large-Cap Growth ETF worth $45.4M as of Q3 2026.
  • Curtis Advisory Group bought 3,661 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $128K.
  • Schwab US Large-Cap Growth ETF made up 8.45% of Curtis Advisory Group's portfolio in Q3 2026, its #3 holding.
  • Curtis Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Curtis Advisory Group's 13F filing for Q3 2026, filed 28 Oct 2026.