Gleason Group
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Gleason Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gleason Group’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 		$7.72M Sell
214,841
-6,911
-3% -$242K 0.68% 15
2026
Q2 		$7.5M Sell
221,752
-3,024
-1% -$100K 0.65% 17
2026
Q1 		$6.55M Sell
224,776
-89
-0% -$2.77K 0.65% 18
2025
Q4 		$7.34M Buy
224,865
+220
+0.1% +$7.16K 0.72% 17
2025
Q3 		$7.17M Sell
224,645
-15,828
-7% -$482K 0.72% 17
2025
Q2 		$7.02M Buy
240,473
+234
+0.1% +$6.19K 0.76% 17
2025
Q1 		$6.02M Sell
240,239
-14
-0% -$383 1.09% 11
2024
Q4 		$6.7M Sell
240,253
-43
-0% -$1.18K 1.18% 10
2024
Q3 		$6.26M Buy
240,296
+508
+0.2% +$12.8K 1.15% 11
2024
Q2 		$6.05M Sell
239,788
-35,976
-13% -$849K 1.23% 11
2024
Q1 		$6.39M Sell
275,764
-18,712
-6% -$414K 1.34% 10
2023
Q4 		$6.11M Buy
294,476
+380
+0.1% +$7.35K 1.4% 10
2023
Q3 		$5.35M Sell
294,096
-2,188
-0.7% -$41.2K 1.4% 10
2023
Q2 		$5.55M Buy
296,284
+360
+0.1% +$6.17K 1.44% 10
2023
Q1 		$4.82M Buy
295,924
+7,716
+3% +$117K 1.38% 12
2022
Q4 		$4M Buy
+288,208
New +$4.14M 1.26% 14

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Gleason Group's SCHG Position: Q3 2026 in Review

Gleason Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.1% in Q3 2026, selling an estimated $242K and leaving 214,841 shares worth $7.72M. The position accounts for 0.68% of the portfolio, ranked #15.

Gleason Group first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Gleason Group held 214,841 shares of Schwab US Large-Cap Growth ETF worth $7.72M as of Q3 2026.
  • Gleason Group sold 6,911 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $242K.
  • Schwab US Large-Cap Growth ETF made up 0.68% of Gleason Group's portfolio in Q3 2026, its #15 holding.
  • Gleason Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Gleason Group's 13F filing for Q3 2026, filed 15 Oct 2026.