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

Lee 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 		$292K Hold
8,136
– – 0.04% 136
2026
Q2 		$275K Buy
+8,136
New +$270K 0.04% 142
2018
Q1 		– Sell
-528
Closed -$4.87K – 772
2017
Q4 		$5K Hold
528
– – ﹤0.01% 426
2017
Q3 		$4K Hold
528
– – ﹤0.01% 425
2017
Q2 		$4K Hold
528
– – ﹤0.01% 419
2017
Q1 		$4K Hold
528
– – ﹤0.01% 360
2016
Q4 		$4K Buy
+528
New +$3.65K ﹤0.01% 380

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lee Financial's SCHG Position: Q3 2026 in Review

Lee Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 8,136 shares worth $292K. The position accounts for 0.04% of the portfolio, ranked #136.

Lee Financial first reported a position in SCHG in Q4 2016 and has held it in 7 quarters since. 1,036 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Lee Financial held 8,136 shares of Schwab US Large-Cap Growth ETF worth $292K as of Q3 2026.
  • Lee Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Lee Financial's portfolio in Q3 2026, its #136 holding.
  • Lee Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 7 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Lee Financial's 13F filing for Q3 2026, filed 16 Oct 2026.