MFG Investments, LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MFG Investments, LLC’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	$11M	Buy	+305,352	New	+$10.7M	11.82%	1

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

MFG Investments, LLC's SCHG Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 305,352 shares worth $11M. The stake represents 11.82% of the portfolio and ranks #1 among its holdings.

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

MFG Investments, LLC held 305,352 shares of Schwab US Large-Cap Growth ETF worth $11M as of Q3 2026.
Schwab US Large-Cap Growth ETF was a new MFG Investments, LLC position in Q3 2026.
Schwab US Large-Cap Growth ETF made up 11.82% of MFG Investments, LLC's portfolio in Q3 2026, its #1 holding.
865 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.