MBE Wealth Management
SCHG icon

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

MBE 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 		$983K Buy
27,361
+4,712
+21% +$165K 0.35% 48
2026
Q2 		$766K Buy
22,649
+495
+2% +$16.4K 0.27% 55
2026
Q1 		$645K Buy
22,154
+3
+0% +$93 0.27% 50
2025
Q4 		$723K Buy
22,151
+3
+0% +$98 0.3% 47
2025
Q3 		$707K Buy
22,148
+202
+0.9% +$6.16K 0.31% 45
2025
Q2 		$641K Buy
21,946
+1,252
+6% +$33.1K 0.28% 48
2025
Q1 		$518K Buy
20,694
+3
+0% +$82 0.25% 54
2024
Q4 		$577K Buy
20,691
+3
+0% +$82 0.32% 40
2024
Q3 		$539K Buy
20,688
+24
+0.1% +$604 0.3% 50
2024
Q2 		$521K Sell
20,664
-1,924
-9% -$45.4K 0.32% 43
2024
Q1 		$524K Sell
22,588
-896
-4% -$19.8K 0.32% 44
2023
Q4 		$487K Sell
23,484
-316
-1% -$6.11K 0.25% 48
2023
Q3 		$433K Sell
23,800
-720
-3% -$13.6K 0.25% 47
2023
Q2 		$459K Hold
24,520
– – 0.25% 47
2023
Q1 		$399K Sell
24,520
-316
-1% -$4.8K 0.24% 47
2022
Q4 		$345K Buy
24,836
+300
+1% +$4.31K 0.22% 48
2022
Q3 		$342K Hold
24,536
– – 0.25% 39
2022
Q2 		$356K Buy
24,536
+4
+0% +$64 0.25% 37
2022
Q1 		$459K Sell
24,532
-4
-0% -$73 0.27% 34
2021
Q4 		$502K Sell
24,536
-2,920
-11% -$58.4K 0.26% 28
2021
Q3 		$508K Hold
27,456
– – 0.26% 26
2021
Q2 		$501K Hold
27,456
– – 0.26% 28
2021
Q1 		$445K Buy
27,456
+608
+2% +$9.9K 0.24% 39
2020
Q4 		$430K Sell
26,848
-4,752
-15% -$72.1K 0.29% 35
2020
Q3 		$401K Hold
31,600
– – 0.34% 31
2020
Q2 		$401K Sell
31,600
-1,600
-5% -$18.7K 0.34% 31
2020
Q1 		$330K Sell
33,200
-424
-1% -$4.84K 0.31% 23
2019
Q4 		$390K Buy
+33,624
New +$371K 0.39% 22

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

MBE Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q3 2026, buying an estimated $165K and bringing the position to 27,361 shares worth $983K. The position accounts for 0.35% of the portfolio, ranked #48.

MBE Wealth Management first reported a position in SCHG in Q4 2019 and has held it in 28 quarters since. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • MBE Wealth Management held 27,361 shares of Schwab US Large-Cap Growth ETF worth $983K as of Q3 2026.
  • MBE Wealth Management bought 4,712 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $165K.
  • Schwab US Large-Cap Growth ETF made up 0.35% of MBE Wealth Management's portfolio in Q3 2026, its #48 holding.
  • MBE Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.