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

TriaGen 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 		$13.6M Buy
378,600
+898
+0.2% +$31.5K 3.29% 7
2026
Q2 		$12.8M Sell
377,702
-52
-0% -$1.72K 3.2% 8
2026
Q1 		$11M Sell
377,754
-2,804
-0.7% -$87.2K 3.01% 8
2025
Q4 		$12.4M Sell
380,558
-2,933
-0.8% -$95.4K 3.21% 5
2025
Q3 		$12.2M Buy
383,491
+4,707
+1% +$143K 3.19% 4
2025
Q2 		$11.1M Sell
378,784
-6,927
-2% -$183K 3.35% 4
2025
Q1 		$9.66M Sell
385,711
-10,063
-3% -$276K 3.41% 4
2024
Q4 		$11M Buy
395,774
+490
+0.1% +$13.4K 3.72% 5
2024
Q3 		$10.3M Buy
395,284
+17,364
+5% +$437K 3.45% 4
2024
Q2 		$9.53M Buy
377,920
+4,980
+1% +$117K 3.68% 5
2024
Q1 		$8.64M Buy
372,940
+12,572
+3% +$278K 3.59% 4
2023
Q4 		$7.47M Sell
360,368
-4,188
-1% -$81K 3.56% 4
2023
Q3 		$6.63M Buy
364,556
+7,664
+2% +$144K 3.38% 4
2023
Q2 		$6.69M Buy
356,892
+5,740
+2% +$98.4K 3.06% 4
2023
Q1 		$5.72M Buy
351,152
+10,932
+3% +$166K 2.87% 4
2022
Q4 		$4.73M Buy
340,220
+12,220
+4% +$176K 2.62% 6
2022
Q3 		$4.58M Buy
328,000
+59,820
+22% +$937K 2.53% 7
2022
Q2 		$3.89M Buy
268,180
+10,548
+4% +$169K 2.76% 3
2022
Q1 		$4.82M Buy
257,632
+4,104
+2% +$74.8K 2.5% 3
2021
Q4 		$5.19M Buy
253,528
+2,728
+1% +$54.5K 2.56% 3
2021
Q3 		$4.64M Sell
250,800
-8,352
-3% -$159K 2.53% 3
2021
Q2 		$4.89M Buy
259,152
+5,056
+2% +$87.5K 2.52% 3
2021
Q1 		$4.12M Buy
254,096
+56,096
+28% +$913K 2.37% 3
2020
Q4 		$3.18M Buy
+198,000
New +$3M 1.86% 6

Other funds holding SCHG

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
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
Krilogy Financial
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
Farther Finance Advisors
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

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

TriaGen Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.24% in Q3 2026, buying an estimated $31.5K and bringing the position to 378,600 shares worth $13.6M. The position accounts for 3.29% of the portfolio, ranked #7.

TriaGen Wealth Management first reported a position in SCHG in Q4 2020 and has held it in 24 quarters since. 224 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • TriaGen Wealth Management held 378,600 shares of Schwab US Large-Cap Growth ETF worth $13.6M as of Q3 2026.
  • TriaGen Wealth Management bought 898 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $31.5K.
  • Schwab US Large-Cap Growth ETF made up 3.29% of TriaGen Wealth Management's portfolio in Q3 2026, its #7 holding.
  • TriaGen Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • 224 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on TriaGen Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.