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

Integrated Advisors Network’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 		$7.08M Sell
197,023
-34,562
-15% -$1.21M 0.32% 76
2026
Q2 		$7.84M Sell
231,585
-33,695
-13% -$1.12M 0.36% 63
2026
Q1 		$7.73M Sell
265,280
-101,345
-28% -$3.15M 0.41% 54
2025
Q4 		$12M Sell
366,625
-26,139
-7% -$850K 0.53% 38
2025
Q3 		$12.5M Sell
392,764
-12,327
-3% -$376K 0.53% 39
2025
Q2 		$11.8M Buy
405,091
+8,643
+2% +$229K 0.53% 37
2025
Q1 		$9.9M Sell
396,448
-5,993
-1% -$164K 0.5% 44
2024
Q4 		$11.2M Buy
402,441
+18,589
+5% +$508K 0.54% 34
2024
Q3 		$10M Sell
383,852
-11,344
-3% -$285K 0.47% 43
2024
Q2 		$10M Sell
395,196
-3,072
-0.8% -$72.5K 0.51% 39
2024
Q1 		$9.23M Buy
398,268
+11,324
+3% +$250K 0.47% 47
2023
Q4 		$8.03M Buy
386,944
+13,584
+4% +$263K 0.45% 48
2023
Q3 		$6.79M Sell
373,360
-12,752
-3% -$240K 0.42% 56
2023
Q2 		$7.23M Sell
386,112
-15,672
-4% -$269K 0.42% 51
2023
Q1 		$6.55M Buy
401,784
+5,924
+1% +$89.9K 0.39% 58
2022
Q4 		$5.5M Sell
395,860
-6,252
-2% -$89.9K 0.35% 76
2022
Q3 		$5.61M Buy
402,112
+54,564
+16% +$855K 0.38% 62
2022
Q2 		$5.04M Buy
347,548
+40,004
+13% +$640K 0.33% 78
2022
Q1 		$5.75M Buy
307,544
+21,240
+7% +$387K 0.34% 69
2021
Q4 		$5.86M Buy
286,304
+36,896
+15% +$737K 0.35% 65
2021
Q3 		$4.62M Buy
249,408
+42,592
+21% +$811K 0.31% 80
2021
Q2 		$3.77M Buy
206,816
+37,800
+22% +$654K 0.28% 102
2021
Q1 		$2.74M Buy
169,016
+45,520
+37% +$741K 0.25% 120
2020
Q4 		$1.98M Buy
123,496
+23,312
+23% +$354K 0.22% 131
2020
Q3 		$1.44M Buy
100,184
+3,256
+3% +$45.4K 0.18% 137
2020
Q2 		$1.23M Buy
96,928
+16,560
+21% +$193K 0.14% 167
2020
Q1 		$800K Buy
80,368
+11,600
+17% +$132K 0.16% 148
2019
Q4 		$799K Buy
+68,768
New +$758K 0.11% 195

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
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
Marquette Asset Management
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
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Integrated Advisors Network's SCHG Position: Q3 2026 in Review

Integrated Advisors Network reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q3 2026, selling an estimated $1.21M and leaving 197,023 shares worth $7.08M. The position accounts for 0.32% of the portfolio, ranked #76.

Integrated Advisors Network first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. The position peaked at $12.5M in Q3 2025. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Integrated Advisors Network held 197,023 shares of Schwab US Large-Cap Growth ETF worth $7.08M as of Q3 2026.
  • Integrated Advisors Network sold 34,562 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.21M.
  • Schwab US Large-Cap Growth ETF made up 0.32% of Integrated Advisors Network's portfolio in Q3 2026, its #76 holding.
  • Integrated Advisors Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Integrated Advisors Network's Schwab US Large-Cap Growth ETF position peaked at $12.5M in Q3 2025.
  • 619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.