James T. Borello’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

James T. Borello’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	$9.8K	Buy	+273	New	+$9.6K	﹤0.01%	609

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

James T. Borello's SCHG Position: Q3 2026 in Review

James T. Borello opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 273 shares worth $9.8K. The stake represents ﹤0.01% of the portfolio and ranks #609 among its holdings.

865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

James T. Borello held 273 shares of Schwab US Large-Cap Growth ETF worth $9.8K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new James T. Borello position in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #609 holding.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.