Mayfair Advisory Group
SCHG icon

Mayfair Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mayfair Advisory Group’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 		$10.2M Buy
283,195
+32,069
+13% +$1.12M 2.95% 8
2026
Q2 		$8.4M Buy
251,126
+3,766
+2% +$125K 2.53% 10
2026
Q1 		$7.21M Sell
247,360
-6,143
-2% -$191K 2.52% 11
2025
Q4 		$8.24M Sell
253,503
-11,804
-4% -$384K 3.2% 7
2025
Q3 		$8.47M Buy
265,307
+4,338
+2% +$132K 3.63% 5
2025
Q2 		$7.93M Buy
260,969
+7,833
+3% +$207K 3.74% 6
2025
Q1 		$6.34M Buy
253,136
+19,934
+9% +$546K 3.66% 6
2024
Q4 		$6.5M Buy
233,202
+8,614
+4% +$236K 3.83% 7
2024
Q3 		$5.84M Buy
224,588
+1,768
+0.8% +$44.5K 3.69% 7
2024
Q2 		$5.8M Buy
222,820
+13,108
+6% +$309K 3.93% 7
2024
Q1 		$4.86M Buy
209,712
+320
+0.2% +$7.08K 3.53% 8
2023
Q4 		$4.28M Buy
209,392
+35,604
+20% +$689K 3.64% 8
2023
Q3 		$3.26M Buy
173,788
+15,116
+10% +$285K 3.15% 8
2023
Q2 		$2.94M Buy
158,672
+17,104
+12% +$293K 2.94% 8
2023
Q1 		$2.31M Sell
141,568
-9,472
-6% -$144K 2.51% 8
2022
Q4 		$2.11M Sell
151,040
-33,396
-18% -$480K 2.68% 7
2022
Q3 		$2.63M Buy
184,436
+4
+0% +$63 3.72% 3
2022
Q2 		$3.02M Sell
184,432
-125,592
-41% -$2.01M 3.98% 4
2022
Q1 		$5.82M Sell
310,024
-22,880
-7% -$417K 7.46% 2
2021
Q4 		$6.54M Buy
332,904
+9,696
+3% +$194K 8.66% 2
2021
Q3 		$5.91M Buy
323,208
+13,968
+5% +$266K 9.06% 2
2021
Q2 		$5.64M Buy
309,240
+27,880
+10% +$482K 8.94% 2
2021
Q1 		$4.64M Buy
281,360
+24,904
+10% +$405K 8.3% 2
2020
Q4 		$4.12M Buy
256,456
+32,792
+15% +$497K 8.05% 3
2020
Q3 		$3.22M Buy
223,664
+6,200
+3% +$86.4K 8.3% 3
2020
Q2 		$2.76M Buy
217,464
+13,000
+6% +$152K 8.91% 3
2020
Q1 		$2.04M Buy
204,464
+28,056
+16% +$320K 9.24% 3
2019
Q4 		$2.05M Buy
+176,408
New +$1.94M 6.3% 5

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
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

Mayfair Advisory Group's SCHG Position: Q3 2026 in Review

Mayfair Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q3 2026, buying an estimated $1.12M and bringing the position to 283,195 shares worth $10.2M. The position accounts for 2.95% of the portfolio, ranked #8.

Mayfair Advisory Group first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. 1,136 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Mayfair Advisory Group held 283,195 shares of Schwab US Large-Cap Growth ETF worth $10.2M as of Q3 2026.
  • Mayfair Advisory Group bought 32,069 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.12M.
  • Schwab US Large-Cap Growth ETF made up 2.95% of Mayfair Advisory Group's portfolio in Q3 2026, its #8 holding.
  • Mayfair Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.