Third View Private Wealth
SCHG icon

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
Q3 		$490K Buy
13,646
+106
+0.8% +$3.72K 0.06% 176
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Third View Private Wealth's SCHG Position: Q3 2026 in Review

Third View Private Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.78% in Q3 2026, buying an estimated $3.72K and bringing the position to 13,646 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #176.

Third View Private Wealth first reported a position in SCHG in Q1 2026 and has held it in 3 quarters since. 1,131 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Third View Private Wealth held 13,646 shares of Schwab US Large-Cap Growth ETF worth $490K as of Q3 2026.
  • Third View Private Wealth bought 106 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $3.72K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Third View Private Wealth's portfolio in Q3 2026, its #176 holding.
  • Third View Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • 1,131 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.