Trilogy Capital
SCHG icon

Trilogy Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Trilogy Capital’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 		$263K Buy
7,318
+1,131
+18% +$39.6K 0.01% 361
2026
Q2 		$209K Sell
6,187
-9,584
-61% -$318K 0.01% 391
2026
Q1 		$459K Buy
15,771
+4,088
+35% +$127K 0.02% 272
2025
Q4 		$381K Buy
+11,683
New +$380K 0.02% 279

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McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
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
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Trilogy Capital's SCHG Position: Q3 2026 in Review

Trilogy Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 18% in Q3 2026, buying an estimated $39.6K and bringing the position to 7,318 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #361.

Trilogy Capital first reported a position in SCHG in Q4 2025 and has held it in 4 quarters since. The position peaked at $459K in Q1 2026. 907 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Trilogy Capital held 7,318 shares of Schwab US Large-Cap Growth ETF worth $263K as of Q3 2026.
  • Trilogy Capital bought 1,131 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $39.6K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Trilogy Capital's portfolio in Q3 2026, its #361 holding.
  • Trilogy Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Trilogy Capital's Schwab US Large-Cap Growth ETF position peaked at $459K in Q1 2026.
  • 907 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Trilogy Capital's 13F filing for Q3 2026, filed 20 Oct 2026.