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Global Wealth Strategies & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Global Wealth Strategies & Associates’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 		$856K Sell
23,832
-50
-0.2% -$1.75K 0.16% 43
2026
Q2 		$808K Sell
23,882
-2,174
-8% -$72K 0.15% 42
2026
Q1 		$759K Sell
26,056
-9,360
-26% -$291K 0.19% 34
2025
Q4 		$1.16M Buy
35,416
+6,058
+21% +$197K 0.29% 23
2025
Q3 		$937K Buy
29,358
+23,538
+404% +$717K 0.24% 27
2025
Q2 		$170K Hold
5,820
– – 0.05% 58
2025
Q1 		$146K Buy
5,820
+36
+0.6% +$986 0.04% 59
2024
Q4 		$161K Hold
5,784
– – 0.05% 60
2024
Q3 		$151K Hold
5,784
– – 0.05% 55
2024
Q2 		$146K Hold
5,784
– – 0.05% 50
2024
Q1 		$134K Hold
5,784
– – 0.05% 56
2023
Q4 		$120K Hold
5,784
– – 0.05% 51
2023
Q3 		$105K Hold
5,784
– – 0.05% 56
2023
Q2 		$108K Hold
5,784
– – 0.05% 54
2023
Q1 		$94.2K Hold
5,784
– – 0.05% 54
2022
Q4 		$80.3K Buy
+5,784
New +$83.2K 0.05% 62

Other funds holding SCHG

BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
AT
Adelphi Trust Saint Petersburg, Florida $152M AUM 20.39% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Global Wealth Strategies & Associates's SCHG Position: Q3 2026 in Review

Global Wealth Strategies & Associates reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.21% in Q3 2026, selling an estimated $1.75K and leaving 23,832 shares worth $856K. The position accounts for 0.16% of the portfolio, ranked #43.

Global Wealth Strategies & Associates first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.16M in Q4 2025. 19 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Global Wealth Strategies & Associates held 23,832 shares of Schwab US Large-Cap Growth ETF worth $856K as of Q3 2026.
  • Global Wealth Strategies & Associates sold 50 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.75K.
  • Schwab US Large-Cap Growth ETF made up 0.16% of Global Wealth Strategies & Associates's portfolio in Q3 2026, its #43 holding.
  • Global Wealth Strategies & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Global Wealth Strategies & Associates's Schwab US Large-Cap Growth ETF position peaked at $1.16M in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q3 2026, filed 2 Oct 2026.