Lantz Financial
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Lantz Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lantz Financial’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 		$577K Hold
16,052
– – 0.11% 166
2026
Q2 		$543K Hold
16,052
– – 0.1% 172
2026
Q1 		$468K Hold
16,052
– – 0.1% 174
2025
Q4 		$524K Hold
16,052
– – 0.11% 159
2025
Q3 		$512K Hold
16,052
– – 0.11% 158
2025
Q2 		$469K Hold
16,052
– – 0.12% 147
2025
Q1 		$402K Hold
16,052
– – 0.11% 157
2024
Q4 		$447K Hold
16,052
– – 0.12% 148
2024
Q3 		$418K Hold
16,052
– – 0.11% 152
2024
Q2 		$405K Hold
16,052
– – 0.13% 142
2024
Q1 		$372K Sell
16,052
-420
-3% -$9.29K 0.12% 143
2023
Q4 		$342K Hold
16,472
– – 0.12% 144
2023
Q3 		$299K Hold
16,472
– – 0.12% 143
2023
Q2 		$309K Hold
16,472
– – 0.12% 141
2023
Q1 		$268K Sell
16,472
-620
-4% -$9.41K 0.11% 145
2022
Q4 		$237K Hold
17,092
– – 0.11% 154
2022
Q3 		$238K Hold
17,092
– – 0.12% 136
2022
Q2 		$248K Hold
17,092
– – 0.11% 142
2022
Q1 		$320K Sell
17,092
-1,676
-9% -$30.6K 0.13% 130
2021
Q4 		$384K Hold
18,768
– – 0.18% 109
2021
Q3 		$347K Hold
18,768
– – 0.18% 112
2021
Q2 		$342K Hold
18,768
– – 0.18% 111
2021
Q1 		$304K Buy
18,768
+80
+0.4% +$1.3K 0.17% 104
2020
Q4 		$300K Hold
18,688
– – 0.19% 98
2020
Q3 		$269K Buy
18,688
+8
+0% +$112 0.18% 93
2020
Q2 		$237K Buy
+18,680
New +$218K 0.17% 98
2020
Q1 		– Sell
-18,784
Closed -$218K – 126
2019
Q4 		$218K Sell
18,784
-800
-4% -$8.82K 0.13% 123
2019
Q3 		$201K Sell
19,584
-16
-0.1% -$169 0.14% 122
2019
Q2 		$206K Buy
+19,600
New +$199K 0.14% 122

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lantz Financial's SCHG Position: Q3 2026 in Review

Lantz Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 16,052 shares worth $577K. The position accounts for 0.11% of the portfolio, ranked #166.

Lantz Financial first reported a position in SCHG in Q2 2019 and has held it in 29 quarters since. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Lantz Financial held 16,052 shares of Schwab US Large-Cap Growth ETF worth $577K as of Q3 2026.
  • Lantz Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Lantz Financial's portfolio in Q3 2026, its #166 holding.
  • Lantz Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.