OMC Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

OMC Financial Services’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	–	Sell	-28,550	Closed	-$966K	–	54
2026 Q2	$966K	Sell	28,550 -309	-1%	-$10.2K	0.32%	42
2026 Q1	$841K	Buy	28,859 +588	+2%	+$18.3K	0.33%	43
2025 Q4	$922K	Sell	28,271 -473	-2%	-$15.4K	0.34%	41
2025 Q3	$917K	Sell	28,744 -44	-0.2%	-$1.34K	0.34%	41
2025 Q2	$841K	Sell	28,788 -68	-0.2%	-$1.8K	0.34%	42
2025 Q1	$723K	Sell	28,856 -339	-1%	-$9.28K	0.32%	42
2024 Q4	$814K	Buy	29,195 +463	+2%	+$12.7K	0.35%	39
2024 Q3	$724K	Sell	28,732 -120	-0.4%	-$3.02K	0.34%	41
2024 Q2	$727K	Buy	28,852 +7,212	+33%	+$170K	0.34%	41
2024 Q1	$502K	Buy	+21,640	New	+$479K	0.26%	46

Other funds holding SCHG

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

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

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

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

OMC Financial Services's SCHG Position: Q3 2026 in Review

OMC Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026, closing a stake of 28,550 shares — an estimated $966K sold.

OMC Financial Services first reported a position in SCHG in Q1 2024 and held it in 10 quarters. The position peaked at $966K in Q2 2026. 1,027 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

OMC Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
OMC Financial Services sold 28,550 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $966K.
OMC Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 10 quarters.
OMC Financial Services's Schwab US Large-Cap Growth ETF position peaked at $966K in Q2 2026.
1,027 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on OMC Financial Services's 13F filing for Q3 2026, filed 19 Oct 2026.