Stolper & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stolper & Co’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	$329K	Hold	9,170	–	–	0.09%	84
2026 Q2	$310K	Sell	9,170 -7,829	-46%	-$259K	0.08%	86
2026 Q1	$2.25M	Buy	16,999 +7,829	+85%	+$243K	0.64%	48
2025 Q4	$299K	Sell	9,170 -99	-1%	-$3.22K	0.09%	85
2025 Q3	$296K	Sell	9,269 -276	-3%	-$8.41K	0.09%	85
2025 Q2	$279K	Sell	9,545 -61	-0.6%	-$1.61K	0.09%	86
2025 Q1	$241K	Hold	9,606	–	–	0.08%	86
2024 Q4	$268K	Sell	9,606 -170	-2%	-$4.65K	0.09%	85
2024 Q3	$255K	Hold	9,776	–	–	0.08%	86
2024 Q2	$246K	Sell	9,776 -272	-3%	-$6.42K	0.09%	86
2024 Q1	$233K	Hold	10,048	–	–	0.08%	86
2023 Q4	$208K	Buy	+10,048	New	+$194K	0.08%	86
2022 Q2	–	Sell	-11,752	Closed	-$220K	–	86
2022 Q1	$220K	Sell	11,752 -72	-0.6%	-$1.31K	0.09%	83
2021 Q4	$242K	Hold	11,824	–	–	0.11%	81
2021 Q3	$219K	Sell	11,824 -136	-1%	-$2.59K	0.1%	83
2021 Q2	$218K	Buy	+11,960	New	+$207K	0.1%	88

Other funds holding SCHG

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

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

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

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

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Stolper & Co's SCHG Position: Q3 2026 in Review

Stolper & Co held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 9,170 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #84.

Stolper & Co first reported a position in SCHG in Q2 2021 and has held it in 16 quarters since. The position peaked at $2.25M in Q1 2026. 559 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Stolper & Co held 9,170 shares of Schwab US Large-Cap Growth ETF worth $329K as of Q3 2026.
Stolper & Co left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.09% of Stolper & Co's portfolio in Q3 2026, its #84 holding.
Stolper & Co first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 16 quarters since.
Stolper & Co's Schwab US Large-Cap Growth ETF position peaked at $2.25M in Q1 2026.
559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Stolper & Co's 13F filing for Q3 2026, filed 13 Oct 2026.