Enclave Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Enclave Advisors’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	$469K	Buy	+13,044	New	+$457K	0.06%	87

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Enclave Advisors's SCHG Position: Q3 2026 in Review

Enclave Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 13,044 shares worth $469K. The stake represents 0.06% of the portfolio and ranks #87 among its holdings.

1,211 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Enclave Advisors held 13,044 shares of Schwab US Large-Cap Growth ETF worth $469K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Enclave Advisors position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.06% of Enclave Advisors's portfolio in Q3 2026, its #87 holding.
1,211 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.