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

ETF Store’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 		$835K Sell
23,237
-57
-0.2% -$2K 0.69% 28
2026
Q2 		$788K Buy
23,294
+2,981
+15% +$98.8K 0.66% 31
2026
Q1 		$592K Buy
20,313
+6,772
+50% +$211K 0.58% 32
2025
Q4 		$442K Buy
13,541
+51
+0.4% +$1.66K 0.45% 40
2025
Q3 		$430K Buy
13,490
+2,452
+22% +$74.7K 0.46% 41
2025
Q2 		$322K Buy
11,038
+41
+0.4% +$1.08K 0.37% 49
2025
Q1 		$275K Buy
10,997
+381
+4% +$10.4K 0.34% 58
2024
Q4 		$296K Buy
10,616
+1,096
+12% +$30K 0.37% 52
2024
Q3 		$248K Sell
9,520
-648
-6% -$16.3K 0.26% 74
2024
Q2 		$256K Sell
10,168
-2,588
-20% -$61K 0.26% 71
2024
Q1 		$296K Buy
+12,756
New +$282K 0.17% 85

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ETF Store's SCHG Position: Q3 2026 in Review

ETF Store reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.24% in Q3 2026, selling an estimated $2K and leaving 23,237 shares worth $835K. The position accounts for 0.69% of the portfolio, ranked #28.

ETF Store first reported a position in SCHG in Q1 2024 and has held it in 11 quarters since. 854 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • ETF Store held 23,237 shares of Schwab US Large-Cap Growth ETF worth $835K as of Q3 2026.
  • ETF Store sold 57 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2K.
  • Schwab US Large-Cap Growth ETF made up 0.69% of ETF Store's portfolio in Q3 2026, its #28 holding.
  • ETF Store first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • 854 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on ETF Store's 13F filing for Q3 2026, filed 19 Oct 2026.