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

Sax 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	$4.05M	Sell	112,619 -17,367	-13%	-$609K	0.12%	126
2026 Q2	$3.79M	Buy	129,986 +104,227	+405%	+$3.45M	0.15%	105
2026 Q1	$840K	Hold	25,759	–	–	0.04%	214
2025 Q4	$840K	Sell	25,759 -852	-3%	-$27.7K	0.04%	224
2025 Q3	$849K	Buy	26,611 +12,947	+95%	+$395K	0.05%	202
2025 Q2	$399K	Buy	+13,664	New	+$361K	0.02%	290

Other funds holding SCHG

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

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

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

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

Sax Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q3 2026, selling an estimated $609K and leaving 112,619 shares worth $4.05M. The position accounts for 0.12% of the portfolio, ranked #126.

Sax Wealth Advisors first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 196 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Sax Wealth Advisors held 112,619 shares of Schwab US Large-Cap Growth ETF worth $4.05M as of Q3 2026.
Sax Wealth Advisors sold 17,367 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $609K.
Schwab US Large-Cap Growth ETF made up 0.12% of Sax Wealth Advisors's portfolio in Q3 2026, its #126 holding.
Sax Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
196 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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