IFS Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IFS Advisors’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	$18.4M	Buy	510,758 +9,428	+2%	+$330K	5.53%	3
2026 Q2	$17M	Buy	501,330 +1,249	+0.2%	+$41.4K	8.12%	5
2026 Q1	$14.6M	Buy	500,081 +19,568	+4%	+$608K	7.51%	6
2025 Q4	$15.7M	Buy	480,513 +86,058	+22%	+$2.8M	8.14%	5
2025 Q3	$12.6M	Sell	394,455 -7,805	-2%	-$238K	7.37%	5
2025 Q2	$11.8M	Buy	+402,260	New	+$10.6M	8.89%	5
2022 Q1	–	Sell	-8	Closed	–	–	131
2021 Q4	$0	Buy	+8	New	+$160	﹤0.01%	134

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

IFS Advisors's SCHG Position: Q3 2026 in Review

IFS Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q3 2026, buying an estimated $330K and bringing the position to 510,758 shares worth $18.4M. The position accounts for 5.53% of the portfolio, ranked #3.

IFS Advisors first reported a position in SCHG in Q4 2021 and has held it in 7 quarters since. 842 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

IFS Advisors held 510,758 shares of Schwab US Large-Cap Growth ETF worth $18.4M as of Q3 2026.
IFS Advisors bought 9,428 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $330K.
Schwab US Large-Cap Growth ETF made up 5.53% of IFS Advisors's portfolio in Q3 2026, its #3 holding.
IFS Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
842 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.