Fifth Third Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fifth Third Wealth Advisors’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	$888K	Sell	24,718 -704	-3%	-$24.7K	0.02%	340
2026 Q2	$860K	Buy	25,422 +396	+2%	+$13.1K	0.02%	334
2026 Q1	$729K	Buy	+25,026	New	+$778K	0.02%	322
2025 Q4	–	Sell	-7,040	Closed	-$225K	–	831
2025 Q3	$225K	Sell	7,040 -3,635	-34%	-$111K	0.01%	694
2025 Q2	$312K	Buy	+10,675	New	+$282K	0.01%	517
2025 Q1	–	Sell	-7,800	Closed	-$217K	–	746
2024 Q4	$217K	Sell	7,800 -800	-9%	-$21.9K	0.01%	660
2024 Q3	$224K	Sell	8,600 -280	-3%	-$7.05K	0.01%	599
2024 Q2	$224K	Buy	+8,880	New	+$209K	0.02%	547

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Fifth Third Wealth Advisors's SCHG Position: Q3 2026 in Review

Fifth Third Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.8% in Q3 2026, selling an estimated $24.7K and leaving 24,718 shares worth $888K. The position accounts for 0.02% of the portfolio, ranked #340.

Fifth Third Wealth Advisors first reported a position in SCHG in Q2 2024 and has held it in 8 quarters since. 1,530 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Fifth Third Wealth Advisors held 24,718 shares of Schwab US Large-Cap Growth ETF worth $888K as of Q3 2026.
Fifth Third Wealth Advisors sold 704 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $24.7K.
Schwab US Large-Cap Growth ETF made up 0.02% of Fifth Third Wealth Advisors's portfolio in Q3 2026, its #340 holding.
Fifth Third Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,530 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.