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

MFG 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	$1.54M	Sell	42,918 -5,003	-10%	-$175K	1.12%	48
2026 Q2	$1.62M	Sell	47,921 -292	-0.6%	-$9.7K	1.16%	42
2026 Q1	$1.4M	Sell	48,213 -856	-2%	-$26.6K	1.16%	45
2025 Q4	$1.6M	Sell	49,069 -5,554	-10%	-$181K	1.25%	39
2025 Q3	$1.74M	Buy	+54,623	New	+$1.66M	1.32%	42

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

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

MFG Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 10% in Q3 2026, selling an estimated $175K and leaving 42,918 shares worth $1.54M. The position accounts for 1.12% of the portfolio, ranked #48.

MFG Wealth Management first reported a position in SCHG in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.74M in Q3 2025. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

MFG Wealth Management held 42,918 shares of Schwab US Large-Cap Growth ETF worth $1.54M as of Q3 2026.
MFG Wealth Management sold 5,003 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $175K.
Schwab US Large-Cap Growth ETF made up 1.12% of MFG Wealth Management's portfolio in Q3 2026, its #48 holding.
MFG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
MFG Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.74M in Q3 2025.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on MFG Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.