First Heartland Consultants’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Heartland Consultants’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	$632K	Buy	17,593 +98	+0.6%	+$3.44K	0.04%	292
2026 Q2	$592K	Sell	17,495 -5,850	-25%	-$194K	0.04%	296
2026 Q1	$680K	Sell	23,345 -230	-1%	-$7.15K	0.05%	245
2025 Q4	$769K	Buy	23,575 +3,141	+15%	+$102K	0.06%	215
2025 Q3	$652K	Sell	20,434 -416	-2%	-$12.7K	0.05%	234
2025 Q2	$609K	Buy	20,850 +1,161	+6%	+$30.7K	0.05%	239
2025 Q1	$493K	Buy	19,689 +10,657	+118%	+$292K	0.05%	241
2024 Q4	$252K	Buy	9,032 +568	+7%	+$15.5K	0.03%	387
2024 Q3	$220K	Buy	8,464 +344	+4%	+$8.66K	0.02%	411
2024 Q2	$205K	Buy	+8,120	New	+$192K	0.01%	425
2023 Q4	–	Sell	-50,788	Closed	-$923K	–	376
2023 Q3	$923K	Buy	+50,788	New	+$956K	0.12%	150

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

TWM

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

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

First Heartland Consultants's SCHG Position: Q3 2026 in Review

First Heartland Consultants increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.56% in Q3 2026, buying an estimated $3.44K and bringing the position to 17,593 shares worth $632K. The position accounts for 0.04% of the portfolio, ranked #292.

First Heartland Consultants first reported a position in SCHG in Q3 2023 and has held it in 11 quarters since. The position peaked at $923K in Q3 2023. 224 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

First Heartland Consultants held 17,593 shares of Schwab US Large-Cap Growth ETF worth $632K as of Q3 2026.
First Heartland Consultants bought 98 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.44K.
Schwab US Large-Cap Growth ETF made up 0.04% of First Heartland Consultants's portfolio in Q3 2026, its #292 holding.
First Heartland Consultants first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
First Heartland Consultants's Schwab US Large-Cap Growth ETF position peaked at $923K in Q3 2023.
224 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.