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Traphagen Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Traphagen Investment Advisors’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 		$434K Sell
12,069
-28
-0.2% -$982 0.03% 142
2026
Q2 		$409K Sell
12,097
-1,033
-8% -$34.2K 0.03% 140
2026
Q1 		$382K Buy
13,130
+315
+2% +$9.79K 0.03% 139
2025
Q4 		$418K Buy
12,815
+1,393
+12% +$45.3K 0.03% 135
2025
Q3 		$364K Buy
11,422
+1,205
+12% +$36.7K 0.03% 141
2025
Q2 		$298K Sell
10,217
-324
-3% -$8.57K 0.03% 146
2025
Q1 		$264K Buy
10,541
+3,016
+40% +$82.6K 0.03% 147
2024
Q4 		$210K Buy
+7,525
New +$206K 0.02% 168

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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return

Traphagen Investment Advisors's SCHG Position: Q3 2026 in Review

Traphagen Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.23% in Q3 2026, selling an estimated $982 and leaving 12,069 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #142.

Traphagen Investment Advisors first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Traphagen Investment Advisors held 12,069 shares of Schwab US Large-Cap Growth ETF worth $434K as of Q3 2026.
  • Traphagen Investment Advisors sold 28 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $982.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Traphagen Investment Advisors's portfolio in Q3 2026, its #142 holding.
  • Traphagen Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Traphagen Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.