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

Maridea 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	$10.6M	Sell	293,716 -28,756	-9%	-$1.01M	1.02%	16
2026 Q2	$10.9M	Sell	322,472 -24,848	-7%	-$823K	1.18%	18
2026 Q1	$10.1M	Buy	347,320 +9,993	+3%	+$311K	1.47%	12
2025 Q4	$11M	Buy	337,327 +19,176	+6%	+$624K	1.65%	10
2025 Q3	$10.3M	Buy	318,151 +33,887	+12%	+$1.03M	1.6%	11
2025 Q2	$8.3M	Buy	284,264 +274,623	+2,848%	+$7.26M	2.16%	8
2025 Q1	$241K	Sell	9,641 -967	-9%	-$26.5K	0.08%	198
2024 Q4	$296K	Buy	+10,608	New	+$290K	0.1%	179

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

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

Maridea Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.9% in Q3 2026, selling an estimated $1.01M and leaving 293,716 shares worth $10.6M. The position accounts for 1.02% of the portfolio, ranked #16.

Maridea Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $11M in Q4 2025. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Maridea Wealth Management held 293,716 shares of Schwab US Large-Cap Growth ETF worth $10.6M as of Q3 2026.
Maridea Wealth Management sold 28,756 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.01M.
Schwab US Large-Cap Growth ETF made up 1.02% of Maridea Wealth Management's portfolio in Q3 2026, its #16 holding.
Maridea Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Maridea Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $11M in Q4 2025.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Maridea Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.