DB Fitzpatrick & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

DB Fitzpatrick & Co’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	$6.72K	Hold	187	–	–	0.01%	71
2026 Q2	$6.33K	Hold	187	–	–	0.01%	71
2026 Q1	$5.45K	Buy	187 +46	+33%	+$1.43K	﹤0.01%	74
2025 Q4	$4.6K	Hold	141	–	–	﹤0.01%	75
2025 Q3	$4.5K	Hold	141	–	–	﹤0.01%	79
2025 Q2	$4.12K	Hold	141	–	–	﹤0.01%	82
2025 Q1	$3.53K	Buy	+141	New	+$3.86K	﹤0.01%	80

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

DB Fitzpatrick & Co's SCHG Position: Q3 2026 in Review

DB Fitzpatrick & Co held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 187 shares worth $6.72K. The position accounts for 0.01% of the portfolio, ranked #71.

DB Fitzpatrick & Co first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 457 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

DB Fitzpatrick & Co held 187 shares of Schwab US Large-Cap Growth ETF worth $6.72K as of Q3 2026.
DB Fitzpatrick & Co left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.01% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #71 holding.
DB Fitzpatrick & Co first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
457 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.