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Toth Financial Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Toth Financial Advisory’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 		$133K Sell
3,712
-20
-0.5% -$701 0.01% 268
2026
Q2 		$126K Buy
3,732
+456
+14% +$15.1K 0.01% 272
2026
Q1 		$95.4K Buy
3,276
+8
+0.2% +$249 0.01% 283
2025
Q4 		$107K Buy
3,268
+254
+8% +$8.26K 0.01% 259
2025
Q3 		$96.2K Buy
3,014
+54
+2% +$1.65K 0.01% 271
2025
Q2 		$86.5K Buy
2,960
+64
+2% +$1.69K 0.01% 256
2025
Q1 		$72.5K Sell
2,896
-190
-6% -$5.2K 0.01% 261
2024
Q4 		$86K Buy
3,086
+26
+0.8% +$711 0.01% 254
2024
Q3 		$79.7K Buy
3,060
+48
+2% +$1.21K 0.01% 250
2024
Q2 		$76K Sell
3,012
-848
-22% -$20K 0.01% 259
2024
Q1 		$89.4K Buy
3,860
+48
+1% +$1.06K 0.01% 247
2023
Q4 		$79.1K Sell
3,812
-408
-10% -$7.89K 0.01% 257
2023
Q3 		$76.7K Sell
4,220
-5,516
-57% -$104K 0.01% 232
2023
Q2 		$182K Buy
9,736
+8,680
+822% +$149K 0.03% 200
2023
Q1 		$17.2K Buy
1,056
+268
+34% +$4.07K ﹤0.01% 401
2022
Q4 		$11K Buy
788
+208
+36% +$2.99K ﹤0.01% 434
2022
Q3 		$8K Buy
580
+352
+154% +$5.51K ﹤0.01% 502
2022
Q2 		$3K Buy
+228
New +$3.65K ﹤0.01% 571

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Toth Financial Advisory's SCHG Position: Q3 2026 in Review

Toth Financial Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.54% in Q3 2026, selling an estimated $701 and leaving 3,712 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #268.

Toth Financial Advisory first reported a position in SCHG in Q2 2022 and has held it in 18 quarters since. The position peaked at $182K in Q2 2023. 202 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Toth Financial Advisory held 3,712 shares of Schwab US Large-Cap Growth ETF worth $133K as of Q3 2026.
  • Toth Financial Advisory sold 20 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $701.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #268 holding.
  • Toth Financial Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
  • Toth Financial Advisory's Schwab US Large-Cap Growth ETF position peaked at $182K in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.