Stone Summit Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stone Summit Wealth’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	$760K	Sell	21,149 -530	-2%	-$18.6K	0.21%	77
2026 Q2	$734K	Buy	21,679 +18	+0.1%	+$596	0.19%	80
2026 Q1	$631K	Buy	21,661 +10,217	+89%	+$318K	0.18%	81
2025 Q4	$373K	Buy	11,444 +1,595	+16%	+$51.9K	0.1%	112
2025 Q3	$314K	Sell	9,849 -321	-3%	-$9.8K	0.09%	122
2025 Q2	$297K	Sell	10,170 -1,449	-12%	-$38.3K	0.09%	124
2025 Q1	$291K	Buy	+11,619	New	+$318K	0.1%	122

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 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

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

HWM

HRC Wealth Management Moscow, Idaho $251M AUM 14.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Stone Summit Wealth's SCHG Position: Q3 2026 in Review

Stone Summit Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q3 2026, selling an estimated $18.6K and leaving 21,149 shares worth $760K. The position accounts for 0.21% of the portfolio, ranked #77.

Stone Summit Wealth first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Stone Summit Wealth held 21,149 shares of Schwab US Large-Cap Growth ETF worth $760K as of Q3 2026.
Stone Summit Wealth sold 530 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $18.6K.
Schwab US Large-Cap Growth ETF made up 0.21% of Stone Summit Wealth's portfolio in Q3 2026, its #77 holding.
Stone Summit Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.