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

Enzi 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	$234K	Buy	+6,400	New	+$224K	0.07%	76

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

Mariner Overland Park, Kansas $100B AUM 26.06% 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

Enzi Wealth's SCHG Position: Q3 2026 in Review

Enzi Wealth opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 6,400 shares worth $234K. The stake represents 0.07% of the portfolio and ranks #76 among its holdings.

1,289 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Enzi Wealth held 6,400 shares of Schwab US Large-Cap Growth ETF worth $234K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Enzi Wealth position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.07% of Enzi Wealth's portfolio in Q3 2026, its #76 holding.
1,289 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.