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

Strategic 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 		$2.37M Sell
65,922
-1,459
-2% -$51.1K 0.5% 36
2026
Q2 		$2.28M Sell
67,381
-6,909
-9% -$229K 0.5% 38
2026
Q1 		$2.16M Buy
74,290
+856
+1% +$26.6K 0.36% 64
2025
Q4 		$2.4M Sell
73,434
-489
-0.7% -$15.9K 0.38% 65
2025
Q3 		$2.36M Sell
73,923
-2,155
-3% -$65.7K 0.38% 63
2025
Q2 		$2.22M Sell
76,078
-997
-1% -$26.4K 0.44% 56
2025
Q1 		$1.93M Buy
77,075
+2,343
+3% +$64.2K 0.37% 57
2024
Q4 		$2.08M Buy
74,732
+22,384
+43% +$612K 0.38% 54
2024
Q3 		$1.36M Buy
52,348
+11,428
+28% +$288K 0.25% 86
2024
Q2 		$1.03M Buy
40,920
+32,048
+361% +$756K 0.2% 98
2024
Q1 		$206K Buy
+8,872
New +$196K 0.04% 193
2022
Q2 		– Sell
-70,884
Closed -$1.32M – 204
2022
Q1 		$1.32M Sell
70,884
-4,228
-6% -$77.1K 0.23% 88
2021
Q4 		$1.54M Sell
75,112
-7,240
-9% -$145K 0.22% 86
2021
Q3 		$1.52M Sell
82,352
-9,504
-10% -$181K 0.33% 78
2021
Q2 		$1.68M Sell
91,856
-3,256
-3% -$56.3K 0.44% 54
2021
Q1 		$1.54M Sell
95,112
-11,592
-11% -$189K 0.45% 54
2020
Q4 		$1.72M Sell
106,704
-188,728
-64% -$2.86M 0.5% 46
2020
Q3 		$4.31M Buy
295,432
+141,176
+92% +$1.97M 1.45% 18
2020
Q2 		$2.1M Buy
154,256
+14,808
+11% +$173K 0.78% 27
2020
Q1 		$1.47M Sell
139,448
-92,872
-40% -$1.06M 0.64% 38
2019
Q4 		$2.7M Buy
232,320
+53,024
+30% +$584K 0.94% 23
2019
Q3 		$1.88M Buy
+179,296
New +$1.89M 0.71% 40
2017
Q4 		– Sell
-29,512
Closed -$244K – 148
2017
Q3 		$244K Buy
29,512
+176
+0.6% +$1.43K 0.11% 136
2017
Q2 		$232K Buy
+29,336
New +$229K 0.11% 134
2016
Q1 		– Sell
-38,096
Closed -$252K – 139
2015
Q4 		$252K Buy
38,096
+4,464
+13% +$29.8K 0.16% 106
2015
Q3 		$210K Buy
+33,632
New +$224K 0.15% 115

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

Strategic Advisors's SCHG Position: Q3 2026 in Review

Strategic Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.2% in Q3 2026, selling an estimated $51.1K and leaving 65,922 shares worth $2.37M. The position accounts for 0.5% of the portfolio, ranked #36.

Strategic Advisors first reported a position in SCHG in Q3 2015 and has held it in 26 quarters since. The position peaked at $4.31M in Q3 2020. 162 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Strategic Advisors held 65,922 shares of Schwab US Large-Cap Growth ETF worth $2.37M as of Q3 2026.
  • Strategic Advisors sold 1,459 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $51.1K.
  • Schwab US Large-Cap Growth ETF made up 0.5% of Strategic Advisors's portfolio in Q3 2026, its #36 holding.
  • Strategic Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and has held it in 26 quarters since.
  • Strategic Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.31M in Q3 2020.
  • 162 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

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