Milestone Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Milestone Asset 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	$5.06M	Sell	140,706 -26,195	-16%	-$918K	0.8%	38
2026 Q2	$5.65M	Buy	166,901 +34,833	+26%	+$1.15M	0.89%	31
2026 Q1	$3.85M	Buy	132,068 +15,350	+13%	+$477K	0.71%	39
2025 Q4	$3.81M	Buy	116,718 +19,275	+20%	+$627K	0.72%	36
2025 Q3	$3.11M	Buy	97,443 +25,520	+35%	+$778K	0.59%	37
2025 Q2	$2.1M	Sell	71,923 -66,916	-48%	-$1.77M	0.44%	46
2025 Q1	$3.48M	Buy	+138,839	New	+$3.8M	0.74%	31

Other funds holding SCHG

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

TWM

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

MAM

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

LFS

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

CST

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BFS

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

GIA

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

Milestone Asset Management's SCHG Position: Q3 2026 in Review

Milestone Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 16% in Q3 2026, selling an estimated $918K and leaving 140,706 shares worth $5.06M. The position accounts for 0.8% of the portfolio, ranked #38.

Milestone Asset Management first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.65M in Q2 2026. 278 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Milestone Asset Management held 140,706 shares of Schwab US Large-Cap Growth ETF worth $5.06M as of Q3 2026.
Milestone Asset Management sold 26,195 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $918K.
Schwab US Large-Cap Growth ETF made up 0.8% of Milestone Asset Management's portfolio in Q3 2026, its #38 holding.
Milestone Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
Milestone Asset Management's Schwab US Large-Cap Growth ETF position peaked at $5.65M in Q2 2026.
278 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.