Summit Financial Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Summit Financial Consulting’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	$231K	Sell	6,425 -4,426	-41%	-$155K	0.17%	43
2026 Q2	$367K	Sell	10,851 -213	-2%	-$7.06K	0.25%	36
2026 Q1	$322K	Buy	11,064 +61	+0.6%	+$1.9K	0.23%	35
2025 Q4	$359K	Buy	11,003 +4,361	+66%	+$142K	0.26%	32
2025 Q3	$212K	Buy	+6,642	New	+$202K	0.17%	40
2025 Q2	–	Sell	-12,954	Closed	-$324K	–	46
2025 Q1	$324K	Buy	+12,954	New	+$355K	0.3%	32

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 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

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Summit Financial Consulting's SCHG Position: Q3 2026 in Review

Summit Financial Consulting reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 41% in Q3 2026, selling an estimated $155K and leaving 6,425 shares worth $231K. The position accounts for 0.17% of the portfolio, ranked #43.

Summit Financial Consulting first reported a position in SCHG in Q1 2025 and has held it in 6 quarters since. The position peaked at $367K in Q2 2026. 865 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Summit Financial Consulting held 6,425 shares of Schwab US Large-Cap Growth ETF worth $231K as of Q3 2026.
Summit Financial Consulting sold 4,426 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $155K.
Schwab US Large-Cap Growth ETF made up 0.17% of Summit Financial Consulting's portfolio in Q3 2026, its #43 holding.
Summit Financial Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Summit Financial Consulting's Schwab US Large-Cap Growth ETF position peaked at $367K in Q2 2026.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.