DiNuzzo Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

DiNuzzo Private Wealth’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	$69.2K	Hold	1,927	–	–	0.01%	124
2026 Q2	$65.2K	Hold	1,927	–	–	0.01%	125
2026 Q1	$56.1K	Hold	1,927	–	–	0.01%	126
2025 Q4	$62.9K	Hold	1,927	–	–	0.01%	126
2025 Q3	$58.8K	Buy	1,927 +75	+4%	+$2.29K	0.01%	122
2025 Q2	$54.1K	Hold	1,852	–	–	0.01%	127
2025 Q1	$46.4K	Hold	1,852	–	–	0.01%	126
2024 Q4	$51.6K	Hold	1,852	–	–	0.01%	122
2024 Q3	$48.2K	Hold	1,852	–	–	0.01%	131
2024 Q2	$46.7K	Hold	1,852	–	–	0.01%	102
2024 Q1	$42.9K	Hold	1,852	–	–	0.01%	101
2023 Q4	$38.4K	Buy	+1,852	New	+$35.8K	0.01%	104

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Park Avenue Securities New York $16.4B AUM 18.52% 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

DiNuzzo Private Wealth's SCHG Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 1,927 shares worth $69.2K. The position accounts for 0.01% of the portfolio, ranked #124.

DiNuzzo Private Wealth first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 731 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

DiNuzzo Private Wealth held 1,927 shares of Schwab US Large-Cap Growth ETF worth $69.2K as of Q3 2026.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q3 2026, its #124 holding.
DiNuzzo Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
731 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.