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

Hohimer 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	$670K	Buy	18,637 +96	+0.5%	+$3.36K	0.06%	208
2026 Q2	$627K	Buy	18,541 +1	+0%	+$33	0.06%	211
2026 Q1	$540K	Buy	18,540 +1	+0%	+$31	0.06%	204
2025 Q4	$605K	Hold	18,539	–	–	0.08%	180
2025 Q3	$592K	Buy	18,539 +603	+3%	+$18.4K	0.08%	186
2025 Q2	$524K	Hold	17,936	–	–	0.09%	154
2025 Q1	$449K	Buy	17,936 +3,536	+25%	+$96.8K	0.09%	167
2024 Q4	$401K	Hold	14,400	–	–	0.08%	157
2024 Q3	$375K	Hold	14,400	–	–	0.08%	151
2024 Q2	$363K	Hold	14,400	–	–	0.08%	172
2024 Q1	$334K	Hold	14,400	–	–	0.08%	188
2023 Q4	$299K	Hold	14,400	–	–	0.08%	174
2023 Q3	$262K	Hold	14,400	–	–	0.07%	171
2023 Q2	$270K	Hold	14,400	–	–	0.07%	170
2023 Q1	$235K	Hold	14,400	–	–	0.07%	171
2022 Q4	$200K	Hold	14,400	–	–	0.06%	156
2022 Q3	$201K	Hold	14,400	–	–	0.06%	166
2022 Q2	$209K	Hold	14,400	–	–	0.06%	172
2022 Q1	$269K	Hold	14,400	–	–	0.05%	174
2021 Q4	$295K	Hold	14,400	–	–	0.06%	170
2021 Q3	$267K	Hold	14,400	–	–	0.06%	158
2021 Q2	$263K	Hold	14,400	–	–	0.05%	163
2021 Q1	$234K	Hold	14,400	–	–	0.06%	159
2020 Q4	$231K	Hold	14,400	–	–	0.06%	164
2020 Q3	$212K	Buy	+14,400	New	+$201K	0.06%	168

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 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

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

Hohimer Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.52% in Q3 2026, buying an estimated $3.36K and bringing the position to 18,637 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #208.

Hohimer Wealth Management first reported a position in SCHG in Q3 2020 and has held it in 25 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Hohimer Wealth Management held 18,637 shares of Schwab US Large-Cap Growth ETF worth $670K as of Q3 2026.
Hohimer Wealth Management bought 96 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.36K.
Schwab US Large-Cap Growth ETF made up 0.06% of Hohimer Wealth Management's portfolio in Q3 2026, its #208 holding.
Hohimer Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 25 quarters since.
1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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