LA
SCHG icon

LWM Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LWM Advisors’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 		$341K Buy
9,482
+151
+2% +$5.29K 0.26% 28
2026
Q2 		$316K Sell
9,331
-459
-5% -$15.2K 0.24% 28
2026
Q1 		$285K Buy
9,790
+2
+0% +$62 0.25% 26
2025
Q4 		$319K Buy
9,788
+1
+0% +$33 0.28% 24
2025
Q3 		$312K Sell
9,787
-576
-6% -$17.6K 0.28% 23
2025
Q2 		$303K Buy
10,363
+1
+0% +$26 0.29% 22
2025
Q1 		$269K Buy
+10,362
New +$284K 0.28% 23

Other funds holding SCHG

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
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

LWM Advisors's SCHG Position: Q3 2026 in Review

LWM Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q3 2026, buying an estimated $5.29K and bringing the position to 9,482 shares worth $341K. The position accounts for 0.26% of the portfolio, ranked #28.

LWM Advisors first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 214 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • LWM Advisors held 9,482 shares of Schwab US Large-Cap Growth ETF worth $341K as of Q3 2026.
  • LWM Advisors bought 151 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $5.29K.
  • Schwab US Large-Cap Growth ETF made up 0.26% of LWM Advisors's portfolio in Q3 2026, its #28 holding.
  • LWM Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 214 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.