Wavvest Wealth LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wavvest Wealth LLC’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	$595K	Buy	+16,555	New	+$580K	0.48%	52

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Wavvest Wealth LLC's SCHG Position: Q3 2026 in Review

Wavvest Wealth LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 16,555 shares worth $595K. The stake represents 0.48% of the portfolio and ranks #52 among its holdings.

731 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Wavvest Wealth LLC held 16,555 shares of Schwab US Large-Cap Growth ETF worth $595K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Wavvest Wealth LLC position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.48% of Wavvest Wealth LLC's portfolio in Q3 2026, its #52 holding.
731 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Wavvest Wealth LLC's 13F filing for Q3 2026, filed 21 Oct 2026.