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Ferguson Wellman Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ferguson Wellman Capital 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 		$1.23M Sell
34,163
-3,497
-9% -$123K 0.01% 213
2026
Q2 		$1.27M Buy
37,660
+94
+0.3% +$3.12K 0.02% 208
2026
Q1 		$1.09M Sell
37,566
-52,248
-58% -$1.62M 0.02% 208
2025
Q4 		$2.93M Buy
89,814
+63,802
+245% +$2.08M 0.05% 118
2025
Q3 		$830K Hold
26,012
– – 0.01% 198
2025
Q2 		$760K Hold
26,012
– – 0.01% 202
2025
Q1 		$651K Sell
26,012
-3,460
-12% -$94.8K 0.01% 216
2024
Q4 		$821K Sell
29,472
-72
-0.2% -$1.97K 0.02% 199
2024
Q3 		$769K Hold
29,544
– – 0.01% 205
2024
Q2 		$745K Sell
29,544
-15,680
-35% -$370K 0.02% 202
2024
Q1 		$1.05M Buy
45,224
+15,680
+53% +$347K 0.02% 190
2023
Q4 		$613K Hold
29,544
– – 0.01% 233
2023
Q3 		$537K Hold
29,544
– – 0.01% 237
2023
Q2 		$554K Hold
29,544
– – 0.01% 247
2023
Q1 		$481K Hold
29,544
– – 0.01% 253
2022
Q4 		$410K Hold
29,544
– – 0.01% 268
2022
Q3 		$412K Buy
29,544
+14,400
+95% +$226K 0.02% 238
2022
Q2 		$220K Hold
15,144
– – 0.01% 295
2022
Q1 		$283K Buy
15,144
+672
+5% +$12.3K 0.01% 290
2021
Q4 		$296K Buy
+14,472
New +$289K 0.01% 289

Other funds holding SCHG

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Ferguson Wellman Capital Management's SCHG Position: Q3 2026 in Review

Ferguson Wellman Capital Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.3% in Q3 2026, selling an estimated $123K and leaving 34,163 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #213.

Ferguson Wellman Capital Management first reported a position in SCHG in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.93M in Q4 2025. 19 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Ferguson Wellman Capital Management held 34,163 shares of Schwab US Large-Cap Growth ETF worth $1.23M as of Q3 2026.
  • Ferguson Wellman Capital Management sold 3,497 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $123K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Ferguson Wellman Capital Management's portfolio in Q3 2026, its #213 holding.
  • Ferguson Wellman Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Ferguson Wellman Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.93M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q3 2026, filed 5 Oct 2026.