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

Sarver Vrooman 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 		– Sell
-197
Closed -$6.78K – 149
2026
Q2 		$6.78K Buy
+197
New +$6.53K ﹤0.01% 120

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
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 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

Sarver Vrooman Wealth Advisors's SCHG Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026, closing a stake of 197 shares — an estimated $6.78K sold.

Sarver Vrooman Wealth Advisors first reported a position in SCHG in Q2 2026 and held it in 1 quarter. The position peaked at $6.78K in Q2 2026. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Sarver Vrooman Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Sarver Vrooman Wealth Advisors sold 197 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $6.78K.
  • Sarver Vrooman Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2026 and held it in 1 quarter.
  • Sarver Vrooman Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $6.78K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.