MJT & Associates Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MJT & Associates Financial Advisory’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	$228K	Sell	6,347 -3,270	-34%	-$115K	0.15%	30
2026 Q2	$325K	Hold	9,617	–	–	0.22%	31
2026 Q1	$280K	Hold	9,617	–	–	0.21%	33
2025 Q4	$314K	Sell	9,617 -3,004	-24%	-$97.7K	0.23%	29
2025 Q3	$403K	Hold	12,621	–	–	0.33%	23
2025 Q2	$369K	Sell	12,621 -75	-0.6%	-$1.98K	0.46%	25
2025 Q1	$318K	Buy	+12,696	New	+$348K	0.31%	34

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

FFN

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

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

MJT & Associates Financial Advisory's SCHG Position: Q3 2026 in Review

MJT & Associates Financial Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q3 2026, selling an estimated $115K and leaving 6,347 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #30.

MJT & Associates Financial Advisory first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. The position peaked at $403K in Q3 2025. 222 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

MJT & Associates Financial Advisory held 6,347 shares of Schwab US Large-Cap Growth ETF worth $228K as of Q3 2026.
MJT & Associates Financial Advisory sold 3,270 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $115K.
Schwab US Large-Cap Growth ETF made up 0.15% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #30 holding.
MJT & Associates Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $403K in Q3 2025.
222 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.