Define Financial
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Define Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Define Financial’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 		$249K Sell
6,928
-43
-0.6% -$1.51K 0.1% 47
2026
Q2 		$236K Buy
+6,971
New +$231K 0.11% 44
2026
Q1 		– Sell
-6,609
Closed -$216K – 45
2025
Q4 		$216K Buy
6,609
+7
+0.1% +$228 0.12% 40
2025
Q3 		$211K Buy
+6,602
New +$201K 0.13% 39

Other funds holding SCHG

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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Define Financial's SCHG Position: Q3 2026 in Review

Define Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.62% in Q3 2026, selling an estimated $1.51K and leaving 6,928 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #47.

Define Financial first reported a position in SCHG in Q3 2025 and has held it in 4 quarters since. 1,027 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Define Financial held 6,928 shares of Schwab US Large-Cap Growth ETF worth $249K as of Q3 2026.
  • Define Financial sold 43 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.51K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Define Financial's portfolio in Q3 2026, its #47 holding.
  • Define Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,027 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Define Financial's 13F filing for Q3 2026, filed 14 Oct 2026.