MCF Advisors
SCHG icon

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

MCF 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 		$752K Buy
20,937
+6,827
+48% +$239K 0.03% 233
2026
Q2 		$477K Buy
14,110
+5,728
+68% +$190K 0.02% 295
2026
Q1 		$244K Sell
8,382
-200
-2% -$6.22K 0.01% 364
2025
Q4 		$280K Buy
8,582
+6,340
+283% +$206K 0.02% 254
2025
Q3 		$71.5K Buy
2,242
+103
+5% +$3.14K ﹤0.01% 370
2025
Q2 		$62.5K Buy
2,139
+327
+18% +$8.65K ﹤0.01% 376
2025
Q1 		$45.4K Hold
1,812
– – ﹤0.01% 408
2024
Q4 		$50.5K Hold
1,812
– – ﹤0.01% 401
2024
Q3 		$47.2K Hold
1,812
– – ﹤0.01% 403
2024
Q2 		$45.7K Hold
1,812
– – ﹤0.01% 403
2024
Q1 		$42K Hold
1,812
– – ﹤0.01% 405
2023
Q4 		$37.6K Hold
1,812
– – ﹤0.01% 412
2023
Q3 		$32.9K Buy
1,812
+1,808
+45,200% +$34K ﹤0.01% 414
2023
Q2 		$75 Buy
+4
New +$69 ﹤0.01% 854
2022
Q4 		– Sell
-504
Closed -$7K – 864
2022
Q3 		$7K Buy
+504
New +$7.9K ﹤0.01% 590
2017
Q1 		– Sell
-15,504
Closed -$108K – 482
2016
Q4 		$108K Sell
15,504
-66,488
-81% -$460K 0.02% 143
2016
Q3 		$569K Buy
81,992
+13,072
+19% +$89.8K 0.13% 51
2016
Q2 		$452K Buy
68,920
+4,656
+7% +$30.6K 0.11% 64
2016
Q1 		$421K Buy
64,264
+8,344
+15% +$51.7K 0.11% 58
2015
Q4 		$369K Sell
55,920
-216
-0.4% -$1.44K 0.1% 57
2015
Q3 		$351K Buy
56,136
+17,576
+46% +$117K 0.09% 59
2015
Q2 		$259K Buy
38,560
+15,960
+71% +$109K 0.07% 74
2015
Q1 		$152K Buy
22,600
+7,760
+52% +$51.4K 0.04% 104
2014
Q4 		$96K Buy
14,840
+3,992
+37% +$25.1K 0.03% 140
2014
Q3 		$62K Buy
10,848
+4,048
+60% +$24.9K 0.02% 170
2014
Q2 		$39K Buy
6,800
+1,120
+20% +$6.55K 0.01% 190
2014
Q1 		$33K Buy
5,680
+1,456
+34% +$8.27K 0.01% 213
2013
Q4 		$24K Buy
+4,224
New +$22.8K 0.01% 217

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

MCF Advisors's SCHG Position: Q3 2026 in Review

MCF Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 48% in Q3 2026, buying an estimated $239K and bringing the position to 20,937 shares worth $752K. The position accounts for 0.03% of the portfolio, ranked #233.

MCF Advisors first reported a position in SCHG in Q4 2013 and has held it in 28 quarters since. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • MCF Advisors held 20,937 shares of Schwab US Large-Cap Growth ETF worth $752K as of Q3 2026.
  • MCF Advisors bought 6,827 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $239K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of MCF Advisors's portfolio in Q3 2026, its #233 holding.
  • MCF Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 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 MCF Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.