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

GSB 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 		$8.92M Buy
248,210
+13,139
+6% +$461K 1.81% 10
2026
Q2 		$7.95M Sell
235,071
-6,154
-3% -$204K 1.6% 10
2026
Q1 		$7.03M Buy
241,225
+5,968
+3% +$186K 1.59% 11
2025
Q4 		$7.67M Buy
235,257
+2,940
+1% +$95.6K 1.74% 9
2025
Q3 		$7.42M Buy
232,317
+24,523
+12% +$747K 1.68% 10
2025
Q2 		$6.06M Sell
207,794
-18,247
-8% -$482K 1.48% 14
2025
Q1 		$5.68M Sell
226,041
-17,450
-7% -$478K 1.49% 11
2024
Q4 		$6.79M Buy
243,491
+11,243
+5% +$307K 1.75% 9
2024
Q3 		$6.05M Sell
232,248
-1,748
-0.7% -$44K 1.55% 10
2024
Q2 		$5.9M Buy
233,996
+1,128
+0.5% +$26.6K 1.61% 9
2024
Q1 		$5.4M Buy
232,868
+32,724
+16% +$724K 1.52% 9
2023
Q4 		$4.15M Sell
200,144
-4,084
-2% -$79K 1.28% 11
2023
Q3 		$3.71M Buy
204,228
+13,768
+7% +$259K 1.24% 12
2023
Q2 		$3.57M Buy
190,460
+47,356
+33% +$812K 1.16% 15
2023
Q1 		$2.33M Buy
+143,104
New +$2.17M 0.76% 38

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

GSB Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q3 2026, buying an estimated $461K and bringing the position to 248,210 shares worth $8.92M. The position accounts for 1.81% of the portfolio, ranked #10.

GSB Wealth Management first reported a position in SCHG in Q1 2023 and has held it in 15 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • GSB Wealth Management held 248,210 shares of Schwab US Large-Cap Growth ETF worth $8.92M as of Q3 2026.
  • GSB Wealth Management bought 13,139 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $461K.
  • Schwab US Large-Cap Growth ETF made up 1.81% of GSB Wealth Management's portfolio in Q3 2026, its #10 holding.
  • GSB Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on GSB Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.