LongView Wealth Management
SCHG icon

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

LongView 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 		$6.02M Buy
167,566
+14,547
+10% +$510K 1.45% 16
2026
Q2 		$5.18M Buy
153,019
+10,262
+7% +$340K 1.33% 15
2026
Q1 		$4.5M Buy
142,757
+47,187
+49% +$1.47M 1.13% 18
2025
Q4 		$3.15M Buy
95,570
+51,218
+115% +$1.67M 0.76% 35
2025
Q3 		$1.42M Buy
44,352
+3,564
+9% +$109K 0.38% 59
2025
Q2 		$1.19M Sell
40,788
-141,455
-78% -$3.74M 0.36% 62
2025
Q1 		$4.56M Buy
182,243
+27,164
+18% +$744K 1.37% 18
2024
Q4 		$4.32M Buy
155,079
+11,007
+8% +$301K 1.32% 19
2024
Q3 		$3.75M Buy
144,072
+20,392
+16% +$513K 1.2% 20
2024
Q2 		$3.12M Sell
123,680
-9,268
-7% -$219K 1.15% 22
2024
Q1 		$3.08M Buy
132,948
+8,452
+7% +$187K 1.22% 22
2023
Q4 		$2.57M Buy
+124,496
New +$2.41M 1.15% 21

Other funds holding SCHG

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
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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

LongView Wealth Management's SCHG Position: Q3 2026 in Review

LongView Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.5% in Q3 2026, buying an estimated $510K and bringing the position to 167,566 shares worth $6.02M. The position accounts for 1.45% of the portfolio, ranked #16.

LongView Wealth Management first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • LongView Wealth Management held 167,566 shares of Schwab US Large-Cap Growth ETF worth $6.02M as of Q3 2026.
  • LongView Wealth Management bought 14,547 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $510K.
  • Schwab US Large-Cap Growth ETF made up 1.45% of LongView Wealth Management's portfolio in Q3 2026, its #16 holding.
  • LongView Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • 619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on LongView Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.