Gen-Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gen-Wealth Partners’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	$8.36K	Buy	233 +147	+171%	+$5.15K	﹤0.01%	611
2026 Q2	$2.92K	Buy	86 +13	+18%	+$431	﹤0.01%	622
2026 Q1	$2.14K	Sell	73 -179	-71%	-$5.56K	﹤0.01%	638
2025 Q4	$8.22K	Buy	252 +3	+1%	+$98	﹤0.01%	534
2025 Q3	$7.96K	Buy	249 +23	+10%	+$701	﹤0.01%	529
2025 Q2	$6.59K	Buy	226 +24	+12%	+$635	﹤0.01%	493
2025 Q1	$5.06K	Sell	202 -190	-48%	-$5.2K	﹤0.01%	495
2024 Q4	$10.9K	Buy	392 +47	+14%	+$1.28K	﹤0.01%	462
2024 Q3	$9.21K	Buy	345 +53	+18%	+$1.33K	﹤0.01%	503
2024 Q2	$7.36K	Buy	292 +40	+16%	+$944	﹤0.01%	492
2024 Q1	$5.87K	Buy	+252	New	+$5.57K	﹤0.01%	489

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Gen-Wealth Partners's SCHG Position: Q3 2026 in Review

Gen-Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 171% in Q3 2026, buying an estimated $5.15K and bringing the position to 233 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Gen-Wealth Partners first reported a position in SCHG in Q1 2024 and has held it in 11 quarters since. The position peaked at $10.9K in Q4 2024. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Gen-Wealth Partners held 233 shares of Schwab US Large-Cap Growth ETF worth $8.36K as of Q3 2026.
Gen-Wealth Partners bought 147 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $5.15K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Gen-Wealth Partners's portfolio in Q3 2026, its #611 holding.
Gen-Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
Gen-Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $10.9K in Q4 2024.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.