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

Financially Speaking’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	$575	Hold	16	–	–	﹤0.01%	102
2026 Q2	$467	Sell	16 -18	-53%	-$596	﹤0.01%	92
2026 Q1	$991	Sell	34 -232,209	-100%	-$7.22M	﹤0.01%	91
2025 Q4	$7.58M	Sell	232,243 -35,632	-13%	-$1.16M	4.9%	6
2025 Q3	$8.55M	Buy	267,875 +20,718	+8%	+$631K	5.61%	6
2025 Q2	$7.22M	Buy	247,157 +246,883	+90,103%	+$6.53M	4.75%	6
2025 Q1	$6.86K	Sell	274 -633,821	-100%	-$17.4M	0.01%	47
2024 Q4	$17.7M	Buy	+634,095	New	+$17.3M	12%	3

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

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

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Financially Speaking's SCHG Position: Q3 2026 in Review

Financially Speaking held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 16 shares worth $575. The position accounts for ﹤0.01% of the portfolio, ranked #102.

Financially Speaking first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $17.7M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Financially Speaking held 16 shares of Schwab US Large-Cap Growth ETF worth $575 as of Q3 2026.
Financially Speaking left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Financially Speaking's portfolio in Q3 2026, its #102 holding.
Financially Speaking first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Financially Speaking's Schwab US Large-Cap Growth ETF position peaked at $17.7M in Q4 2024.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Financially Speaking's 13F filing for Q3 2026, filed 4 Nov 2026.