Elevation Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Elevation Wealth Partners’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	$285K	Buy	7,942 +414	+5%	+$14.5K	0.08%	120
2026 Q2	$255K	Sell	7,528 -178	-2%	-$5.9K	0.08%	117
2026 Q1	$224K	Hold	7,706	–	–	0.08%	111
2025 Q4	$251K	Sell	7,706 -244	-3%	-$7.94K	0.09%	105
2025 Q3	$254K	Hold	7,950	–	–	0.09%	105
2025 Q2	$232K	Buy	7,950 +1	+0%	+$26	0.09%	105
2025 Q1	$199K	Sell	7,949 -144	-2%	-$3.94K	0.09%	109
2024 Q4	$226K	Buy	8,093 +1	+0%	+$27	0.1%	108
2024 Q3	$211K	Hold	8,092	–	–	0.09%	111
2024 Q2	$204K	Hold	8,092	–	–	0.1%	106
2024 Q1	$188K	Sell	8,092 -236	-3%	-$5.22K	0.09%	111
2023 Q4	$151K	Hold	8,328	–	–	0.09%	118
2023 Q3	$151K	Sell	8,328 -232	-3%	-$4.37K	0.13%	71
2023 Q2	$160K	Sell	8,560 -208	-2%	-$3.57K	0.14%	73
2023 Q1	$143K	Buy	+8,768	New	+$133K	0.13%	77

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

Elevation Wealth Partners's SCHG Position: Q3 2026 in Review

Elevation Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.5% in Q3 2026, buying an estimated $14.5K and bringing the position to 7,942 shares worth $285K. The position accounts for 0.08% of the portfolio, ranked #120.

Elevation Wealth Partners first reported a position in SCHG in Q1 2023 and has held it in 15 quarters since. 731 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Elevation Wealth Partners held 7,942 shares of Schwab US Large-Cap Growth ETF worth $285K as of Q3 2026.
Elevation Wealth Partners bought 414 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $14.5K.
Schwab US Large-Cap Growth ETF made up 0.08% of Elevation Wealth Partners's portfolio in Q3 2026, its #120 holding.
Elevation Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
731 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.