Successful Portfolios’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Successful Portfolios’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	$276K	Buy	+7,505	New	+$263K	0.13%	150

Other funds holding SCHG

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

Wealth Enhancement Advisory Services

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

Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Successful Portfolios's SCHG Position: Q3 2026 in Review

Successful Portfolios opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 7,505 shares worth $276K. The stake represents 0.13% of the portfolio and ranks #150 among its holdings.

189 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Successful Portfolios held 7,505 shares of Schwab US Large-Cap Growth ETF worth $276K as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new Successful Portfolios position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 0.13% of Successful Portfolios's portfolio in Q3 2026, its #150 holding.
189 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.