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Gilpin Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gilpin Wealth Management’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 		$153K Buy
4,270
+902
+27% +$31.6K 0.1% 158
2026
Q2 		$114K Buy
3,368
+3,091
+1,116% +$102K 0.08% 170
2026
Q1 		$8.07K Buy
+277
New +$8.61K 0.01% 312

Other funds holding SCHG

MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Gilpin Wealth Management's SCHG Position: Q3 2026 in Review

Gilpin Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 27% in Q3 2026, buying an estimated $31.6K and bringing the position to 4,270 shares worth $153K. The position accounts for 0.1% of the portfolio, ranked #158.

Gilpin Wealth Management first reported a position in SCHG in Q1 2026 and has held it in 3 quarters since. 103 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Gilpin Wealth Management held 4,270 shares of Schwab US Large-Cap Growth ETF worth $153K as of Q3 2026.
  • Gilpin Wealth Management bought 902 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $31.6K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Gilpin Wealth Management's portfolio in Q3 2026, its #158 holding.
  • Gilpin Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 103 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.