MGO One Seven
SCHG icon

MGO One Seven’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MGO One Seven’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 		$26.6M Sell
739,219
-285,196
-28% -$10M 0.44% 40
2026
Q2 		$34.7M Buy
1,024,415
+107,512
+12% +$3.56M 0.57% 25
2026
Q1 		$26.7M Buy
916,903
+2,389
+0.3% +$74.3K 0.54% 28
2025
Q4 		$29.8M Buy
914,514
+7,940
+0.9% +$258K 0.61% 24
2025
Q3 		$28.9M Buy
906,574
+43,522
+5% +$1.33M 0.67% 20
2025
Q2 		$25.2M Sell
863,052
-85,131
-9% -$2.25M 0.81% 14
2025
Q1 		$23.7M Buy
948,183
+4,199
+0.4% +$115K 0.92% 12
2024
Q4 		$26.3M Sell
943,984
-30,952
-3% -$846K 1.01% 10
2024
Q3 		$25.4M Sell
974,936
-28,344
-3% -$713K 1.1% 9
2024
Q2 		$25.3M Buy
1,003,280
+879,848
+713% +$20.8M 1.2% 8
2024
Q1 		$2.86M Buy
123,432
+12,976
+12% +$287K 0.15% 162
2023
Q4 		$2.29M Buy
110,456
+33,232
+43% +$643K 0.13% 183
2023
Q3 		$1.4M Buy
77,224
+4,752
+7% +$89.4K 0.11% 210
2023
Q2 		$1.36M Buy
72,472
+12,120
+20% +$208K 0.12% 199
2023
Q1 		$983K Buy
60,352
+22,572
+60% +$343K 0.06% 303
2022
Q4 		$525K Buy
+37,780
New +$543K 0.05% 371
2022
Q2 		– Sell
-36,324
Closed -$679K – 703
2022
Q1 		$679K Sell
36,324
-132,316
-78% -$2.41M 0.07% 299
2021
Q4 		$3.45M Buy
168,640
+8,472
+5% +$169K 0.36% 64
2021
Q3 		$3.23M Buy
160,168
+74,736
+87% +$1.42M 0.41% 55
2021
Q2 		$1.56M Buy
85,432
+36,224
+74% +$627K 0.22% 123
2021
Q1 		$798K Buy
49,208
+7,960
+19% +$130K 0.14% 191
2020
Q4 		$662K Sell
41,248
-12,368
-23% -$188K 0.14% 202
2020
Q3 		$772K Buy
53,616
+29,480
+122% +$411K 0.18% 148
2020
Q2 		$306K Sell
24,136
-54,144
-69% -$631K 0.08% 329
2020
Q1 		$779K Sell
78,280
-97,040
-55% -$1.11M 0.26% 98
2019
Q4 		$2.04M Buy
175,320
+144,488
+469% +$1.59M 0.53% 46
2019
Q3 		$324K Buy
+30,832
New +$325K 0.09% 285

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

MGO One Seven's SCHG Position: Q3 2026 in Review

MGO One Seven reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 28% in Q3 2026, selling an estimated $10M and leaving 739,219 shares worth $26.6M. The position accounts for 0.44% of the portfolio, ranked #40.

MGO One Seven first reported a position in SCHG in Q3 2019 and has held it in 27 quarters since. The position peaked at $34.7M in Q2 2026. 1,136 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • MGO One Seven held 739,219 shares of Schwab US Large-Cap Growth ETF worth $26.6M as of Q3 2026.
  • MGO One Seven sold 285,196 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $10M.
  • Schwab US Large-Cap Growth ETF made up 0.44% of MGO One Seven's portfolio in Q3 2026, its #40 holding.
  • MGO One Seven first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and has held it in 27 quarters since.
  • MGO One Seven's Schwab US Large-Cap Growth ETF position peaked at $34.7M in Q2 2026.
  • 1,136 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on MGO One Seven's 13F filing for Q3 2026, filed 28 Oct 2026.