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Dickmeyer Boyce Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dickmeyer Boyce Financial Management’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 		$602K Buy
16,748
+972
+6% +$34.1K 0.31% 76
2026
Q2 		$534K Buy
+15,776
New +$523K 0.28% 83

Other funds holding SCHG

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
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
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
SCFS
Stewardship Concepts Financial Services Spokane, Washington $153M AUM 11.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Dickmeyer Boyce Financial Management's SCHG Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.2% in Q3 2026, buying an estimated $34.1K and bringing the position to 16,748 shares worth $602K. The position accounts for 0.31% of the portfolio, ranked #76.

Dickmeyer Boyce Financial Management first reported a position in SCHG in Q2 2026 and has held it in 2 quarters since. 66 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 16,748 shares of Schwab US Large-Cap Growth ETF worth $602K as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 972 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $34.1K.
  • Schwab US Large-Cap Growth ETF made up 0.31% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #76 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 66 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.