Juncture Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Juncture Wealth Strategies’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	$1.88M	Sell	52,280 -774	-1%	-$27.1K	0.48%	46
2026 Q2	$1.8M	Sell	53,054 -7,999	-13%	-$265K	0.47%	46
2026 Q1	$1.78M	Buy	61,053 +32,670	+115%	+$1.02M	0.59%	32
2025 Q4	$926K	Buy	28,383 +12	+0%	+$390	0.3%	52
2025 Q3	$905K	Buy	28,371 +1,445	+5%	+$44K	0.3%	52
2025 Q2	$787K	Buy	+26,926	New	+$712K	0.28%	53

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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Juncture Wealth Strategies's SCHG Position: Q3 2026 in Review

Juncture Wealth Strategies reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q3 2026, selling an estimated $27.1K and leaving 52,280 shares worth $1.88M. The position accounts for 0.48% of the portfolio, ranked #46.

Juncture Wealth Strategies first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 189 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Juncture Wealth Strategies held 52,280 shares of Schwab US Large-Cap Growth ETF worth $1.88M as of Q3 2026.
Juncture Wealth Strategies sold 774 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $27.1K.
Schwab US Large-Cap Growth ETF made up 0.48% of Juncture Wealth Strategies's portfolio in Q3 2026, its #46 holding.
Juncture Wealth Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.