Equitable Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Equitable Trust’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	$260K	Hold	7,239	–	–	0.01%	409
2026 Q2	$245K	Buy	7,239 +275	+4%	+$9.11K	0.01%	426
2026 Q1	$203K	Buy	+6,964	New	+$216K	0.01%	456
2024 Q3	–	Sell	-10,528	Closed	-$265K	–	453
2024 Q2	$265K	Hold	10,528	–	–	0.02%	400
2024 Q1	$244K	Hold	10,528	–	–	0.02%	397
2023 Q4	$218K	Buy	+10,528	New	+$204K	0.02%	387
2022 Q1	–	Sell	-10,528	Closed	-$215K	–	411
2021 Q4	$215K	Buy	+10,528	New	+$210K	0.01%	357

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Equitable Trust's SCHG Position: Q3 2026 in Review

Equitable Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 7,239 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #409.

Equitable Trust first reported a position in SCHG in Q4 2021 and has held it in 7 quarters since. The position peaked at $265K in Q2 2024. 188 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Equitable Trust held 7,239 shares of Schwab US Large-Cap Growth ETF worth $260K as of Q3 2026.
Equitable Trust 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 Equitable Trust's portfolio in Q3 2026, its #409 holding.
Equitable Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
Equitable Trust's Schwab US Large-Cap Growth ETF position peaked at $265K in Q2 2024.
188 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Equitable Trust's 13F filing for Q3 2026, filed 13 Oct 2026.