PUREfi Wealth
SCHG icon

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

PUREfi Wealth’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 		$460K Hold
12,800
– – 0.21% 112
2026
Q2 		$433K Sell
12,800
-1,600
-11% -$53K 0.24% 109
2026
Q1 		$419K Hold
14,400
– – 0.27% 96
2025
Q4 		$470K Hold
14,400
– – 0.36% 76
2025
Q3 		$460K Sell
14,400
-800
-5% -$24.4K 0.35% 75
2025
Q2 		$444K Buy
+15,200
New +$402K 0.36% 73

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
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
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

PUREfi Wealth's SCHG Position: Q3 2026 in Review

PUREfi Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 12,800 shares worth $460K. The position accounts for 0.21% of the portfolio, ranked #112.

PUREfi Wealth first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. The position peaked at $470K in Q4 2025. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • PUREfi Wealth held 12,800 shares of Schwab US Large-Cap Growth ETF worth $460K as of Q3 2026.
  • PUREfi Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.21% of PUREfi Wealth's portfolio in Q3 2026, its #112 holding.
  • PUREfi Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • PUREfi Wealth's Schwab US Large-Cap Growth ETF position peaked at $470K in Q4 2025.
  • 865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.