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Jamison Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jamison Private Wealth Management’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 		$548K Sell
15,241
-85
-0.6% -$2.98K 0.06% 163
2026
Q2 		$519K Buy
15,326
+1,010
+7% +$33.5K 0.05% 165
2026
Q1 		$417K Buy
14,316
+829
+6% +$25.8K 0.05% 165
2025
Q4 		$440K Buy
13,487
+1,261
+10% +$41K 0.05% 163
2025
Q3 		$390K Sell
12,226
-5,410
-31% -$165K 0.05% 171
2025
Q2 		$515K Buy
17,636
+6,046
+52% +$160K 0.07% 144
2025
Q1 		$290K Buy
11,590
+97
+0.8% +$2.66K 0.04% 177
2024
Q4 		$320K Buy
11,493
+2,757
+32% +$75.4K 0.05% 172
2024
Q3 		$228K Buy
8,736
+1,660
+23% +$41.8K 0.03% 179
2024
Q2 		$178K Buy
7,076
+2,900
+69% +$68.4K 0.03% 181
2024
Q1 		$96.8K Buy
4,176
+520
+14% +$11.5K 0.02% 217
2023
Q4 		$75.8K Buy
+3,656
New +$70.7K 0.01% 218

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
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
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Jamison Private Wealth Management's SCHG Position: Q3 2026 in Review

Jamison Private Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.55% in Q3 2026, selling an estimated $2.98K and leaving 15,241 shares worth $548K. The position accounts for 0.06% of the portfolio, ranked #163.

Jamison Private Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 208 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Jamison Private Wealth Management held 15,241 shares of Schwab US Large-Cap Growth ETF worth $548K as of Q3 2026.
  • Jamison Private Wealth Management sold 85 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2.98K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Jamison Private Wealth Management's portfolio in Q3 2026, its #163 holding.
  • Jamison Private Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 208 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.