Patrick M. Sweeney & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Patrick M. Sweeney & Associates’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	$554K	Buy	15,413 +850	+6%	+$29.8K	0.31%	80
2026 Q2	$493K	Buy	14,563 +700	+5%	+$23.2K	0.28%	89
2026 Q1	$404K	Buy	13,863 +250	+2%	+$7.77K	0.26%	96
2025 Q4	$444K	Buy	13,613 +80	+0.6%	+$2.6K	0.28%	84
2025 Q3	$432K	Buy	13,533 +465	+4%	+$14.2K	0.28%	84
2025 Q2	$384K	Sell	13,068 -455	-3%	-$12K	0.26%	91
2025 Q1	$339K	Buy	13,523 +846	+7%	+$23.2K	0.25%	97
2024 Q4	$353K	Buy	12,677 +125	+1%	+$3.42K	0.26%	97
2024 Q3	$327K	Buy	12,552 +1,552	+14%	+$39.1K	0.24%	106
2024 Q2	$267K	Buy	11,000 +520	+5%	+$12.3K	0.22%	114
2024 Q1	$243K	Hold	10,480	–	–	0.2%	118
2023 Q4	$217K	Buy	+10,480	New	+$203K	0.2%	116

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

Patrick M. Sweeney & Associates's SCHG Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.8% in Q3 2026, buying an estimated $29.8K and bringing the position to 15,413 shares worth $554K. The position accounts for 0.31% of the portfolio, ranked #80.

Patrick M. Sweeney & Associates first reported a position in SCHG in Q4 2023 and has held it in 12 quarters since. 1,034 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Patrick M. Sweeney & Associates held 15,413 shares of Schwab US Large-Cap Growth ETF worth $554K as of Q3 2026.
Patrick M. Sweeney & Associates bought 850 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $29.8K.
Schwab US Large-Cap Growth ETF made up 0.31% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #80 holding.
Patrick M. Sweeney & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
1,034 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.