Hamilton Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hamilton Capital’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	$462K	Hold	12,866	–	–	0.03%	84
2026 Q2	$435K	Buy	12,866 +1,256	+11%	+$41.6K	0.02%	91
2026 Q1	$338K	Hold	11,610	–	–	0.02%	104
2025 Q4	$379K	Buy	+11,610	New	+$378K	0.02%	91
2025 Q2	$440K	Hold	15,060	–	–	0.02%	72
2025 Q1	$377K	Hold	15,060	–	–	0.02%	81
2024 Q4	$420K	Hold	15,060	–	–	0.03%	64
2024 Q3	$391K	Hold	15,060	–	–	0.03%	72
2024 Q2	$380K	Sell	15,060 -3,980	-21%	-$93.9K	0.03%	65
2024 Q1	$441K	Hold	19,040	–	–	0.03%	71
2023 Q4	$395K	Buy	+19,040	New	+$368K	0.03%	72
2022 Q3	–	Sell	-21,632	Closed	-$314K	–	116
2022 Q2	$314K	Hold	21,632	–	–	0.02%	72
2022 Q1	$405K	Hold	21,632	–	–	0.03%	64
2021 Q4	$443K	Hold	21,632	–	–	0.03%	80
2021 Q3	$400K	Buy	+21,632	New	+$412K	0.03%	42

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Hamilton Capital's SCHG Position: Q3 2026 in Review

Hamilton Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 12,866 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #84.

Hamilton Capital first reported a position in SCHG in Q3 2021 and has held it in 15 quarters since. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Hamilton Capital held 12,866 shares of Schwab US Large-Cap Growth ETF worth $462K as of Q3 2026.
Hamilton Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.03% of Hamilton Capital's portfolio in Q3 2026, its #84 holding.
Hamilton Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 15 quarters since.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.