Gradient Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $409K | Buy |
11,381
+250
| +2% | +$8.76K | 0.01% | 389 |
|
|
2026
Q2 | $377K | Hold |
11,131
| – | – | 0.01% | 384 |
|
|
2026
Q1 | $324K | Hold |
11,131
| – | – | 0.01% | 369 |
|
|
2025
Q4 | $363K | Hold |
11,131
| – | – | 0.01% | 299 |
|
|
2025
Q3 | $355K | Sell |
11,131
-1,789
| -14% | -$54.5K | 0.01% | 321 |
|
|
2025
Q2 | $377K | Buy |
12,920
+4,676
| +57% | +$124K | 0.01% | 306 |
|
|
2025
Q1 | $206K | Hold |
8,244
| – | – | ﹤0.01% | 312 |
|
|
2024
Q4 | $230K | Sell |
8,244
-384
| -4% | -$10.5K | ﹤0.01% | 281 |
|
|
2024
Q3 | $225K | Sell |
8,628
-48
| -0.6% | -$1.21K | ﹤0.01% | 279 |
|
|
2024
Q2 | $219K | Sell |
8,676
-1,820
| -17% | -$42.9K | ﹤0.01% | 312 |
|
|
2024
Q1 | $243K | Buy |
10,496
+2,108
| +25% | +$46.6K | 0.01% | 278 |
|
|
2023
Q4 | $174K | Sell |
8,388
-1,360
| -14% | -$26.3K | ﹤0.01% | 354 |
|
|
2023
Q3 | $177K | Buy |
9,748
+3,844
| +65% | +$72.4K | ﹤0.01% | 330 |
|
|
2023
Q2 | $111K | Hold |
5,904
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $96.2K | Hold |
5,904
| – | – | ﹤0.01% | 382 |
|
|
2022
Q4 | $82K | Hold |
5,904
| – | – | ﹤0.01% | 418 |
|
|
2022
Q3 | $82K | Hold |
5,904
| – | – | ﹤0.01% | 404 |
|
|
2022
Q2 | $86K | Hold |
5,904
| – | – | ﹤0.01% | 402 |
|
|
2022
Q1 | $110K | Hold |
5,904
| – | – | ﹤0.01% | 360 |
|
|
2021
Q4 | $121K | Hold |
5,904
| – | – | ﹤0.01% | 340 |
|
|
2021
Q3 | $109K | Hold |
5,904
| – | – | ﹤0.01% | 354 |
|
|
2021
Q2 | $108K | Hold |
5,904
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $96K | Hold |
5,904
| – | – | ﹤0.01% | 369 |
|
|
2020
Q4 | $85K | Hold |
5,904
| – | – | ﹤0.01% | 335 |
|
|
2020
Q3 | $85K | Hold |
5,904
| – | – | ﹤0.01% | 336 |
|
|
2020
Q2 | $75K | Hold |
5,904
| – | – | ﹤0.01% | 333 |
|
|
2020
Q1 | $59K | Buy |
5,904
+5,608
| +1,895% | +$64K | ﹤0.01% | 330 |
|
|
2019
Q4 | $3K | Hold |
296
| – | – | ﹤0.01% | 904 |
|
|
2019
Q3 | $3K | Hold |
296
| – | – | ﹤0.01% | 885 |
|
|
2019
Q2 | $3K | Sell |
296
-328
| -53% | -$3.34K | ﹤0.01% | 842 |
|
|
2019
Q1 | $6K | Sell |
624
-2,136
| -77% | -$20.2K | ﹤0.01% | 625 |
|
|
2018
Q4 | $24K | Buy |
+2,760
| New | +$25.7K | ﹤0.01% | 433 |
|
|
2016
Q2 | – | Sell |
-64
| Closed | – | – | 778 |
|
|
2016
Q1 | $0 | Hold |
64
| – | – | ﹤0.01% | 782 |
|
|
2015
Q4 | $0 | Hold |
64
| – | – | ﹤0.01% | 736 |
|
|
2015
Q3 | $0 | Hold |
64
| – | – | ﹤0.01% | 672 |
|
|
2015
Q2 | $0 | Hold |
64
| – | – | ﹤0.01% | 709 |
|
|
2015
Q1 | $0 | Buy |
+64
| New | +$424 | ﹤0.01% | 694 |
|
|
2014
Q4 | – | Sell |
-64
| Closed | – | – | 594 |
|
|
2014
Q3 | $0 | Hold |
64
| – | – | ﹤0.01% | 529 |
|
|
2014
Q2 | $0 | Buy |
+64
| New | +$374 | ﹤0.01% | 557 |
|
Other funds holding SCHG
Gradient Investments's SCHG Position: Q3 2026 in Review
Gradient Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q3 2026, buying an estimated $8.76K and bringing the position to 11,381 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #389.
Gradient Investments first reported a position in SCHG in Q2 2014 and has held it in 39 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.
- Gradient Investments held 11,381 shares of Schwab US Large-Cap Growth ETF worth $409K as of Q3 2026.
- Gradient Investments bought 250 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $8.76K.
- Schwab US Large-Cap Growth ETF made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #389 holding.
- Gradient Investments first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 39 quarters since.
- 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.
Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.