Revisor Wealth Management
SCHG icon

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

Revisor Wealth Management’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 		$3.76M Sell
106,720
-5,743
-5% -$201K 0.93% 20
2026
Q2 		$3.81M Buy
112,463
+3,697
+3% +$123K 0.91% 19
2026
Q1 		$3.17M Buy
108,766
+1,898
+2% +$59K 0.88% 20
2025
Q4 		$3.44M Buy
106,868
+7,724
+8% +$251K 0.92% 20
2025
Q3 		$3.22M Sell
99,144
-2,781
-3% -$84.8K 1.11% 16
2025
Q2 		$3M Buy
101,925
+14,173
+16% +$375K 1.08% 15
2025
Q1 		$2.2M Buy
87,752
+28,978
+49% +$794K 0.98% 19
2024
Q4 		$1.65M Sell
58,774
-1,486
-2% -$40.6K 1.52% 14
2024
Q3 		$1.57M Sell
60,260
-2,348
-4% -$59.1K 0.98% 21
2024
Q2 		$1.58M Sell
62,608
-61,504
-50% -$1.45M 1.1% 16
2024
Q1 		$2.72M Buy
124,112
+76,912
+163% +$1.7M 1.23% 17
2023
Q4 		$979K Buy
47,200
+13,024
+38% +$252K 1.13% 16
2023
Q3 		$621K Sell
34,176
-17,208
-33% -$324K 0.53% 40
2023
Q2 		$963K Buy
51,384
+22,408
+77% +$384K 0.86% 29
2023
Q1 		$472K Buy
+28,976
New +$440K 0.43% 54

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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
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Revisor Wealth Management's SCHG Position: Q3 2026 in Review

Revisor Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.1% in Q3 2026, selling an estimated $201K and leaving 106,720 shares worth $3.76M. The position accounts for 0.93% of the portfolio, ranked #20.

Revisor Wealth Management first reported a position in SCHG in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.81M in Q2 2026. 919 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Revisor Wealth Management held 106,720 shares of Schwab US Large-Cap Growth ETF worth $3.76M as of Q3 2026.
  • Revisor Wealth Management sold 5,743 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $201K.
  • Schwab US Large-Cap Growth ETF made up 0.93% of Revisor Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Revisor Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Revisor Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.81M in Q2 2026.
  • 919 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.