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Portus Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Portus Wealth Advisors’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 		$13.4M Buy
372,471
+59
+0% +$2.07K 11.01% 2
2026
Q2 		$12.6M Buy
372,412
+7,198
+2% +$239K 10.37% 2
2026
Q1 		$10.6M Sell
365,214
-31,861
-8% -$990K 10.02% 2
2025
Q4 		$13M Buy
397,075
+3,929
+1% +$128K 12.22% 2
2025
Q3 		$12.5M Buy
+393,146
New +$12M 12.51% 2

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
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
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return

Portus Wealth Advisors's SCHG Position: Q3 2026 in Review

Portus Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.02% in Q3 2026, buying an estimated $2.07K and bringing the position to 372,471 shares worth $13.4M. The position accounts for 11.01% of the portfolio, ranked #2.

Portus Wealth Advisors first reported a position in SCHG in Q3 2025 and has held it in 5 quarters since. 146 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Portus Wealth Advisors held 372,471 shares of Schwab US Large-Cap Growth ETF worth $13.4M as of Q3 2026.
  • Portus Wealth Advisors bought 59 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $2.07K.
  • Schwab US Large-Cap Growth ETF made up 11.01% of Portus Wealth Advisors's portfolio in Q3 2026, its #2 holding.
  • Portus Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 146 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Portus Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.