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

Fairman Group’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	$508K	Buy	14,140 +6	+0%	+$210	0.36%	37
2026 Q2	$478K	Sell	14,134 -350	-2%	-$11.6K	0.38%	38
2026 Q1	$422K	Buy	14,484 +15	+0.1%	+$466	0.36%	35
2025 Q4	$472K	Sell	14,469 -121	-0.8%	-$3.94K	0.38%	32
2025 Q3	$466K	Sell	14,590 -1,566	-10%	-$47.7K	0.38%	33
2025 Q2	$472K	Buy	16,156 +15	+0.1%	+$397	0.39%	32
2025 Q1	$449K	Buy	16,141 +18	+0.1%	+$493	0.41%	34
2024 Q4	$449K	Buy	16,123 +15	+0.1%	+$410	0.37%	34
2024 Q3	$420K	Buy	16,108 +328	+2%	+$8.25K	0.38%	32
2024 Q2	$398K	Sell	15,780 -416	-3%	-$9.8K	0.4%	32
2024 Q1	$375K	Sell	16,196 -1,372	-8%	-$30.3K	0.35%	29
2023 Q4	$364K	Buy	+17,568	New	+$340K	0.35%	27

Other funds holding SCHG

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

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Fairman Group's SCHG Position: Q3 2026 in Review

Fairman Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.04% in Q3 2026, buying an estimated $210 and bringing the position to 14,140 shares worth $508K. The position accounts for 0.36% of the portfolio, ranked #37.

Fairman Group first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 1,027 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Fairman Group held 14,140 shares of Schwab US Large-Cap Growth ETF worth $508K as of Q3 2026.
Fairman Group bought 6 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $210.
Schwab US Large-Cap Growth ETF made up 0.36% of Fairman Group's portfolio in Q3 2026, its #37 holding.
Fairman Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,027 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Fairman Group's 13F filing for Q3 2026, filed 26 Oct 2026.