Tradition Wealth Management
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Tradition Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tradition Wealth Management’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 		$52.7M Sell
1,467,776
-23,352
-2% -$819K 3.15% 2
2026
Q2 		$50.5M Buy
1,491,128
+26,054
+2% +$863K 3.08% 2
2026
Q1 		$42.7M Sell
1,465,074
-91,071
-6% -$2.83M 3.04% 2
2025
Q4 		$50.8M Sell
1,556,145
-29,658
-2% -$965K 3.64% 1
2025
Q3 		$50.6M Sell
1,585,803
-50,754
-3% -$1.55M 3.74% 1
2025
Q2 		$47.8M Buy
1,636,557
+105
+0% +$2.78K 3.82% 1
2025
Q1 		$41M Sell
1,636,452
-5,722
-0.3% -$157K 3.61% 1
2024
Q4 		$45.8M Sell
1,642,174
-31,050
-2% -$849K 4.03% 1
2024
Q3 		$43.6M Buy
1,673,224
+3,972
+0.2% +$100K 3.88% 1
2024
Q2 		$42.1M Buy
1,669,252
+61,820
+4% +$1.46M 4.07% 1
2024
Q1 		$37.3M Sell
1,607,432
-1,321,496
-45% -$29.2M 3.77% 1
2023
Q4 		$56.5M Buy
2,928,928
+396,468
+16% +$7.67M 5.91% 1
2023
Q3 		$44M Buy
2,532,460
+2,716
+0.1% +$51.1K 5.24% 1
2023
Q2 		$45.5M Buy
2,529,744
+131,908
+6% +$2.26M 5.31% 1
2023
Q1 		$39.2M Sell
2,397,836
-133,516
-5% -$2.03M 4.87% 1
2022
Q4 		$37.9M Sell
2,531,352
-12,960
-0.5% -$186K 5.35% 1
2022
Q3 		$36.2M Sell
2,544,312
-155,476
-6% -$2.44M 5.44% 1
2022
Q2 		$40.4M Buy
2,699,788
+1,198,296
+80% +$19.2M 5.87% 1
2022
Q1 		$28.1M Buy
1,501,492
+58,300
+4% +$1.06M 3.58% 2
2021
Q4 		$29.5M Buy
1,443,192
+21,672
+2% +$433K 3.72% 2
2021
Q3 		$26.3M Buy
1,421,520
+30,624
+2% +$583K 3.74% 1
2021
Q2 		$25.4M Buy
1,390,896
+15,792
+1% +$273K 3.8% 1
2021
Q1 		$22.3M Sell
1,375,104
-58,096
-4% -$945K 3.86% 2
2020
Q4 		$23M Buy
+1,433,200
New +$21.7M 4.46% 1

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Tradition Wealth Management's SCHG Position: Q3 2026 in Review

Tradition Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q3 2026, selling an estimated $819K and leaving 1,467,776 shares worth $52.7M. The position accounts for 3.15% of the portfolio, ranked #2.

Tradition Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 24 quarters since. The position peaked at $56.5M in Q4 2023. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Tradition Wealth Management held 1,467,776 shares of Schwab US Large-Cap Growth ETF worth $52.7M as of Q3 2026.
  • Tradition Wealth Management sold 23,352 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $819K.
  • Schwab US Large-Cap Growth ETF made up 3.15% of Tradition Wealth Management's portfolio in Q3 2026, its #2 holding.
  • Tradition Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Tradition Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $56.5M in Q4 2023.
  • 1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Tradition Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.