TFS
SCHG icon

Thoroughbred Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Thoroughbred Financial Services’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 		$7.34M Sell
204,390
-13,301
-6% -$466K 0.35% 62
2026
Q2 		$7.37M Buy
217,691
+18,944
+10% +$628K 0.35% 61
2026
Q1 		$5.79M Buy
198,747
+13,562
+7% +$422K 0.35% 62
2025
Q4 		$6.04M Buy
185,185
+8,453
+5% +$275K 0.36% 56
2025
Q3 		$5.64M Sell
176,732
-5,975
-3% -$182K 0.35% 59
2025
Q2 		$5.34M Buy
182,707
+6,754
+4% +$179K 0.37% 55
2025
Q1 		$4.4M Buy
175,953
+60,662
+53% +$1.66M 0.28% 72
2024
Q4 		$3.21M Buy
115,291
+69,031
+149% +$1.89M 0.2% 101
2024
Q3 		$1.2M Buy
46,260
+852
+2% +$21.4K 0.08% 240
2024
Q2 		$1.14M Buy
45,408
+13,172
+41% +$311K 0.08% 239
2024
Q1 		$747K Buy
32,236
+3,808
+13% +$84.2K 0.07% 240
2023
Q4 		$589K Buy
28,428
+5,040
+22% +$97.5K 0.05% 331
2023
Q3 		$425K Buy
23,388
+1,236
+6% +$23.3K 0.04% 352
2023
Q2 		$415K Buy
22,152
+532
+2% +$9.12K 0.05% 274
2023
Q1 		$352K Buy
+21,620
New +$328K 0.05% 297
2022
Q4 		– Sell
-21,308
Closed -$297K – 401
2022
Q3 		$297K Buy
21,308
+4,048
+23% +$63.4K 0.06% 275
2022
Q2 		$250K Sell
17,260
-4,856
-22% -$77.6K 0.05% 316
2022
Q1 		$413K Sell
22,116
-5,252
-19% -$95.8K 0.07% 240
2021
Q4 		$560K Buy
27,368
+13,800
+102% +$276K 0.12% 176
2021
Q3 		$251K Buy
+13,568
New +$258K 0.06% 268

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 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
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thoroughbred Financial Services's SCHG Position: Q3 2026 in Review

Thoroughbred Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.1% in Q3 2026, selling an estimated $466K and leaving 204,390 shares worth $7.34M. The position accounts for 0.35% of the portfolio, ranked #62.

Thoroughbred Financial Services first reported a position in SCHG in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.37M in Q2 2026. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Thoroughbred Financial Services held 204,390 shares of Schwab US Large-Cap Growth ETF worth $7.34M as of Q3 2026.
  • Thoroughbred Financial Services sold 13,301 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $466K.
  • Schwab US Large-Cap Growth ETF made up 0.35% of Thoroughbred Financial Services's portfolio in Q3 2026, its #62 holding.
  • Thoroughbred Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Thoroughbred Financial Services's Schwab US Large-Cap Growth ETF position peaked at $7.37M in Q2 2026.
  • 1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.