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Third View Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Third View Private 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
Q2 		$458K Buy
13,540
+3,815
+39% +$126K 0.06% 195
2026
Q1 		$283K Buy
+9,725
New +$302K 0.04% 237

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Third View Private Wealth's SCHG Position: Q2 2026 in Review

Third View Private Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 39% in Q2 2026, buying an estimated $126K and bringing the position to 13,540 shares worth $458K. The position accounts for 0.06% of the portfolio, ranked #195.

Third View Private Wealth first reported a position in SCHG in Q1 2026 and has held it in 2 quarters since. 1,186 funds tracked by Wall St. Rank hold SCHG as of Q2 2026.

  • Third View Private Wealth held 13,540 shares of Schwab US Large-Cap Growth ETF worth $458K as of Q2 2026.
  • Third View Private Wealth bought 3,815 Schwab US Large-Cap Growth ETF shares in Q2 2026, an estimated $126K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Third View Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Third View Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,186 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.