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

Econ Financial Services’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	$203K	Buy	+5,660	New	+$198K	0.09%	82
2026 Q1	–	Sell	-7,010	Closed	-$229K	–	97
2025 Q4	$229K	Sell	7,010 -7	-0.1%	-$228	0.11%	73
2025 Q3	$224K	Sell	7,017 -4,724	-40%	-$144K	0.11%	75
2025 Q2	$343K	Sell	11,741 -76,078	-87%	-$2.01M	0.18%	77
2025 Q1	$2.2M	Buy	+87,819	New	+$2.41M	1.17%	25
2024 Q3	–	Sell	-21,868	Closed	-$551K	–	100
2024 Q2	$551K	Buy	21,868 +772	+4%	+$18.2K	0.34%	82
2024 Q1	$489K	Sell	21,096 -948	-4%	-$21K	0.3%	77
2023 Q4	$457K	Sell	22,044 -8	-0%	-$155	0.32%	62
2023 Q3	$401K	Buy	+22,052	New	+$415K	0.29%	62
2022 Q3	–	Sell	-273,032	Closed	-$3.96M	–	98
2022 Q2	$3.96M	Buy	+273,032	New	+$4.36M	3.19%	7

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Econ Financial Services's SCHG Position: Q3 2026 in Review

Econ Financial Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 5,660 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #82 among its holdings. This is a return to the name: Econ Financial Services previously reported a position in SCHG as recently as Q4 2025.

Econ Financial Services first reported a position in SCHG in Q2 2022 and has held it in 10 quarters since. The position peaked at $3.96M in Q2 2022. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Econ Financial Services held 5,660 shares of Schwab US Large-Cap Growth ETF worth $203K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Econ Financial Services position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.09% of Econ Financial Services's portfolio in Q3 2026, its #82 holding.
Econ Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 10 quarters since.
Econ Financial Services's Schwab US Large-Cap Growth ETF position peaked at $3.96M in Q2 2022.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Econ Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.