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Hutchens & Kramer Investment Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hutchens & Kramer Investment Management Group’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 		$405K Buy
11,268
+4
+0% +$140 0.12% 94
2026
Q2 		$381K Sell
11,264
-57
-0.5% -$1.89K 0.1% 103
2026
Q1 		$330K Sell
11,321
-33
-0.3% -$1.03K 0.1% 109
2025
Q4 		$370K Sell
11,354
-13
-0.1% -$423 0.13% 102
2025
Q3 		$363K Sell
11,367
-3,408
-23% -$104K 0.14% 100
2025
Q2 		$427K Buy
14,775
+160
+1% +$4.23K 0.2% 84
2025
Q1 		$366K Buy
14,615
+2
+0% +$55 0.2% 83
2024
Q4 		$407K Buy
14,613
+1
+0% +$27 0.22% 80
2024
Q3 		$375K Sell
14,612
-1,636
-10% -$41.2K 0.21% 87
2024
Q2 		$413K Sell
16,248
-332
-2% -$7.83K 0.23% 69
2024
Q1 		$385K Sell
16,580
-120
-0.7% -$2.65K 0.23% 73
2023
Q4 		$346K Buy
16,700
+24
+0.1% +$464 0.24% 72
2023
Q3 		$306K Sell
16,676
-332
-2% -$6.25K 0.24% 76
2023
Q2 		$319K Buy
17,008
+2,088
+14% +$35.8K 0.25% 74
2023
Q1 		$243K Sell
14,920
-3,884
-21% -$59K 0.21% 97
2022
Q4 		$261K Sell
18,804
-1,744
-8% -$25.1K 0.19% 81
2022
Q3 		$293K Sell
20,548
-5,008
-20% -$78.5K 0.24% 63
2022
Q2 		$375K Sell
25,556
-1,636
-6% -$26.2K 0.28% 64
2022
Q1 		$510K Sell
27,192
-22,576
-45% -$412K 0.28% 63
2021
Q4 		$460K Buy
+49,768
New +$995K 0.29% 61

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
LFS
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
HWM
HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Hutchens & Kramer Investment Management Group's SCHG Position: Q3 2026 in Review

Hutchens & Kramer Investment Management Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.04% in Q3 2026, buying an estimated $140 and bringing the position to 11,268 shares worth $405K. The position accounts for 0.12% of the portfolio, ranked #94.

Hutchens & Kramer Investment Management Group first reported a position in SCHG in Q4 2021 and has held it in 20 quarters since. The position peaked at $510K in Q1 2022. 339 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Hutchens & Kramer Investment Management Group held 11,268 shares of Schwab US Large-Cap Growth ETF worth $405K as of Q3 2026.
  • Hutchens & Kramer Investment Management Group bought 4 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $140.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Hutchens & Kramer Investment Management Group's portfolio in Q3 2026, its #94 holding.
  • Hutchens & Kramer Investment Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Hutchens & Kramer Investment Management Group's Schwab US Large-Cap Growth ETF position peaked at $510K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q3 2026, filed 16 Oct 2026.