Evermay Wealth Management
SCHG icon

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

Evermay Wealth Management’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 		$429K Buy
11,948
+1,679
+16% +$58.9K 0.04% 136
2026
Q2 		$348K Hold
10,269
– – 0.04% 150
2026
Q1 		$299K Hold
10,269
– – 0.03% 158
2025
Q4 		$335K Sell
10,269
-243
-2% -$7.9K 0.04% 155
2025
Q3 		$335K Hold
10,512
– – 0.04% 154
2025
Q2 		$307K Hold
10,512
– – 0.04% 163
2025
Q1 		$263K Hold
10,512
– – 0.03% 168
2024
Q4 		$293K Hold
10,512
– – 0.04% 164
2024
Q3 		$274K Hold
10,512
– – 0.04% 166
2024
Q2 		$265K Hold
10,512
– – 0.04% 172
2024
Q1 		$244K Sell
10,512
-1,020
-9% -$22.6K 0.04% 181
2023
Q4 		$239K Sell
11,532
-188
-2% -$3.64K 0.04% 170
2023
Q3 		$213K Hold
11,720
– – 0.04% 165
2023
Q2 		$220K Hold
11,720
– – 0.04% 168
2023
Q1 		$191K Buy
11,720
+292
+3% +$4.43K 0.04% 179
2022
Q4 		$159K Buy
11,428
+188
+2% +$2.7K 0.03% 185
2022
Q3 		$157K Hold
11,240
– – 0.03% 182
2022
Q2 		$163K Hold
11,240
– – 0.03% 177
2022
Q1 		$210K Hold
11,240
– – 0.04% 184
2021
Q4 		$230K Sell
11,240
-400
-3% -$8K 0.04% 158
2021
Q3 		$215K Hold
11,640
– – 0.04% 154
2021
Q2 		$212K Sell
11,640
-1,200
-9% -$20.8K 0.04% 169
2021
Q1 		$208K Sell
12,840
-1,000
-7% -$16.3K 0.04% 168
2020
Q4 		$222K Sell
13,840
-1,040
-7% -$15.8K 0.05% 164
2020
Q3 		$214K Buy
+14,880
New +$207K 0.05% 150

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Evermay Wealth Management's SCHG Position: Q3 2026 in Review

Evermay Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q3 2026, buying an estimated $58.9K and bringing the position to 11,948 shares worth $429K. The position accounts for 0.04% of the portfolio, ranked #136.

Evermay Wealth Management first reported a position in SCHG in Q3 2020 and has held it in 25 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Evermay Wealth Management held 11,948 shares of Schwab US Large-Cap Growth ETF worth $429K as of Q3 2026.
  • Evermay Wealth Management bought 1,679 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $58.9K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Evermay Wealth Management's portfolio in Q3 2026, its #136 holding.
  • Evermay Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 25 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.