Seek First
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Seek First’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seek First’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 		$26M Sell
723,125
-5,027
-0.7% -$176K 16.73% 1
2026
Q2 		$24.6M Sell
728,152
-3,941
-0.5% -$131K 15.56% 1
2026
Q1 		$21.3M Buy
732,093
+28,140
+4% +$875K 15.03% 2
2025
Q4 		$23M Buy
703,953
+4,941
+0.7% +$161K 15.83% 2
2025
Q3 		$22.3M Sell
699,012
-1,722
-0.2% -$52.5K 16.04% 2
2025
Q2 		$20.5M Buy
700,734
+34,006
+5% +$899K 16.58% 2
2025
Q1 		$16.7M Buy
+666,728
New +$18.3M 14.83% 2

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

Seek First's SCHG Position: Q3 2026 in Review

Seek First reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.69% in Q3 2026, selling an estimated $176K and leaving 723,125 shares worth $26M. The position accounts for 16.73% of the portfolio, ranked #1.

Seek First first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 849 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Seek First held 723,125 shares of Schwab US Large-Cap Growth ETF worth $26M as of Q3 2026.
  • Seek First sold 5,027 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $176K.
  • Schwab US Large-Cap Growth ETF made up 16.73% of Seek First's portfolio in Q3 2026, its #1 holding.
  • Seek First first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • 849 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.