Howard Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Howard Financial Services’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	$32M	Buy	889,957 +78,896	+10%	+$2.77M	3.35%	10
2026 Q2	$27.4M	Buy	811,061 +98,073	+14%	+$3.25M	2.96%	10
2026 Q1	$20.8M	Buy	712,988 +64,427	+10%	+$2M	2.34%	13
2025 Q4	$21.2M	Buy	648,561 +123,705	+24%	+$4.02M	2.47%	13
2025 Q3	$16.7M	Buy	524,856 +234,959	+81%	+$7.16M	2.05%	15
2025 Q2	$8.47M	Buy	+289,897	New	+$7.66M	1.11%	24

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

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

Howard Financial Services's SCHG Position: Q3 2026 in Review

Howard Financial Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.7% in Q3 2026, buying an estimated $2.77M and bringing the position to 889,957 shares worth $32M. The position accounts for 3.35% of the portfolio, ranked #10.

Howard Financial Services first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Howard Financial Services held 889,957 shares of Schwab US Large-Cap Growth ETF worth $32M as of Q3 2026.
Howard Financial Services bought 78,896 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2.77M.
Schwab US Large-Cap Growth ETF made up 3.35% of Howard Financial Services's portfolio in Q3 2026, its #10 holding.
Howard Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.