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

Stewardship 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	$2.25M	Sell	62,750 -10,615	-14%	-$372K	0.47%	35
2026 Q2	$2.48M	Sell	73,365 -1,184	-2%	-$39.2K	0.52%	32
2026 Q1	$2.17M	Buy	74,549 +15,741	+27%	+$489K	0.5%	35
2025 Q4	$1.92M	Buy	58,808 +3	+0%	+$98	0.44%	37
2025 Q3	$1.88M	Sell	58,805 -4,740	-7%	-$144K	0.44%	36
2025 Q2	$1.86M	Buy	63,545 +4,337	+7%	+$115K	0.47%	35
2025 Q1	$1.48M	Buy	59,208 +9,160	+18%	+$251K	0.4%	39
2024 Q4	$1.39M	Buy	50,048 +8,428	+20%	+$230K	0.39%	42
2024 Q3	$1.08M	Buy	41,620 +29,472	+243%	+$742K	0.31%	46
2024 Q2	$306K	Buy	+12,148	New	+$287K	0.1%	56

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Stewardship Advisors's SCHG Position: Q3 2026 in Review

Stewardship Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 14% in Q3 2026, selling an estimated $372K and leaving 62,750 shares worth $2.25M. The position accounts for 0.47% of the portfolio, ranked #35.

Stewardship Advisors first reported a position in SCHG in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.48M in Q2 2026. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Stewardship Advisors held 62,750 shares of Schwab US Large-Cap Growth ETF worth $2.25M as of Q3 2026.
Stewardship Advisors sold 10,615 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $372K.
Schwab US Large-Cap Growth ETF made up 0.47% of Stewardship Advisors's portfolio in Q3 2026, its #35 holding.
Stewardship Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
Stewardship Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.48M in Q2 2026.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Stewardship Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.