Prota Financial
SCHG icon

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

Prota Financial’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 		$9.35M Sell
259,759
-6,876
-3% -$241K 5.97% 3
2026
Q2 		$9.09M Sell
266,635
-11,298
-4% -$374K 5.99% 3
2026
Q1 		$8.1M Sell
277,933
-37,647
-12% -$1.17M 5.87% 6
2025
Q4 		$10.3M Buy
+315,580
New +$10.3M 7.41% 4

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Prota Financial's SCHG Position: Q3 2026 in Review

Prota Financial reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q3 2026, selling an estimated $241K and leaving 259,759 shares worth $9.35M. The position accounts for 5.97% of the portfolio, ranked #3.

Prota Financial first reported a position in SCHG in Q4 2025 and has held it in 4 quarters since. The position peaked at $10.3M in Q4 2025. 566 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Prota Financial held 259,759 shares of Schwab US Large-Cap Growth ETF worth $9.35M as of Q3 2026.
  • Prota Financial sold 6,876 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $241K.
  • Schwab US Large-Cap Growth ETF made up 5.97% of Prota Financial's portfolio in Q3 2026, its #3 holding.
  • Prota Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Prota Financial's Schwab US Large-Cap Growth ETF position peaked at $10.3M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Prota Financial's 13F filing for Q3 2026, filed 8 Oct 2026.