McCarter Private Wealth Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

McCarter Private Wealth Services’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	$227K	Buy	+6,315	New	+$221K	0.08%	168

Other funds holding SCHG

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

McCarter Private Wealth Services's SCHG Position: Q3 2026 in Review

McCarter Private Wealth Services opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 6,315 shares worth $227K. The stake represents 0.08% of the portfolio and ranks #168 among its holdings.

619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

McCarter Private Wealth Services held 6,315 shares of Schwab US Large-Cap Growth ETF worth $227K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new McCarter Private Wealth Services position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #168 holding.
619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.