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Mirador Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mirador Capital Partners’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 		$307K Buy
8,540
+1
+0% +$35 0.04% 188
2026
Q2 		$289K Buy
8,539
+28
+0.3% +$928 0.04% 193
2026
Q1 		$248K Buy
8,511
+221
+3% +$6.87K 0.04% 188
2025
Q4 		$270K Buy
8,290
+113
+1% +$3.67K 0.04% 179
2025
Q3 		$261K Buy
8,177
+1
+0% +$30 0.04% 188
2025
Q2 		$239K Hold
8,176
– – 0.04% 186
2025
Q1 		$205K Buy
8,176
+1
+0% +$27 0.04% 189
2024
Q4 		$228K Sell
8,175
-101
-1% -$2.76K 0.04% 182
2024
Q3 		$216K Sell
8,276
-700
-8% -$17.6K 0.04% 185
2024
Q2 		$226K Sell
8,976
-248
-3% -$5.85K 0.04% 177
2024
Q1 		$214K Buy
+9,224
New +$204K 0.04% 181
2022
Q2 		– Sell
-11,080
Closed -$207K – 199
2022
Q1 		$207K Buy
11,080
+520
+5% +$9.48K 0.04% 195
2021
Q4 		$216K Buy
+10,560
New +$211K 0.05% 202
2020
Q3 		– Sell
-24,392
Closed -$310K – 173
2020
Q2 		$310K Sell
24,392
-808
-3% -$9.42K 0.12% 118
2020
Q1 		$287K Sell
25,200
-312
-1% -$3.56K 0.12% 112
2019
Q4 		$296K Buy
25,512
+2,176
+9% +$24K 0.12% 147
2019
Q3 		$245K Sell
23,336
-248
-1% -$2.61K 0.11% 151
2019
Q2 		$245K Sell
23,584
-536
-2% -$5.45K 0.12% 135
2019
Q1 		$240K Buy
+24,120
New +$228K 0.13% 127
2018
Q4 		– Sell
-21,544
Closed -$221K – 149
2018
Q3 		$221K Buy
+21,544
New +$215K 0.11% 146

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Mirador Capital Partners's SCHG Position: Q3 2026 in Review

Mirador Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.01% in Q3 2026, buying an estimated $35 and bringing the position to 8,540 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #188.

Mirador Capital Partners first reported a position in SCHG in Q3 2018 and has held it in 20 quarters since. The position peaked at $310K in Q2 2020. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Mirador Capital Partners held 8,540 shares of Schwab US Large-Cap Growth ETF worth $307K as of Q3 2026.
  • Mirador Capital Partners bought 1 Schwab US Large-Cap Growth ETF share in Q3 2026, an estimated $35.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Mirador Capital Partners's portfolio in Q3 2026, its #188 holding.
  • Mirador Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 20 quarters since.
  • Mirador Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $310K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Mirador Capital Partners's 13F filing for Q3 2026, filed 9 Oct 2026.