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Decision Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Decision Investments’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 		$259K Hold
7,200
– – 0.23% 84
2026
Q2 		$244K Hold
7,200
– – 0.22% 93
2026
Q1 		$210K Hold
7,200
– – 0.24% 92
2025
Q4 		$235K Buy
+7,200
New +$234K 0.26% 77

Other funds holding SCHG

MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Decision Investments's SCHG Position: Q3 2026 in Review

Decision Investments held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 7,200 shares worth $259K. The position accounts for 0.23% of the portfolio, ranked #84.

Decision Investments first reported a position in SCHG in Q4 2025 and has held it in 4 quarters since. 103 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Decision Investments held 7,200 shares of Schwab US Large-Cap Growth ETF worth $259K as of Q3 2026.
  • Decision Investments left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.23% of Decision Investments's portfolio in Q3 2026, its #84 holding.
  • Decision Investments first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 103 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.