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

TrueWealth 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 		$1.53M Sell
42,562
-431
-1% -$15.1K 0.34% 50
2026
Q2 		$1.45M Sell
42,993
-96
-0.2% -$3.18K 0.33% 53
2026
Q1 		$1.26M Sell
43,089
-295
-0.7% -$9.17K 0.32% 57
2025
Q4 		$1.42M Buy
43,384
+4
+0% +$130 0.37% 51
2025
Q3 		$1.38M Buy
43,380
+4
+0% +$122 0.37% 55
2025
Q2 		$1.27M Sell
43,376
-496
-1% -$13.1K 0.38% 57
2025
Q1 		$1.1M Buy
43,872
+455
+1% +$12.5K 0.36% 56
2024
Q4 		$1.21M Buy
43,417
+177
+0.4% +$4.84K 0.4% 58
2024
Q3 		$1.13M Sell
43,240
-88
-0.2% -$2.22K 0.38% 59
2024
Q2 		$1.09M Sell
43,328
-200
-0.5% -$4.72K 0.4% 49
2024
Q1 		$1.01M Buy
43,528
+4
+0% +$88 0.39% 53
2023
Q4 		$903K Sell
43,524
-5,068
-10% -$98K 0.35% 52
2023
Q3 		$883K Sell
48,592
-612
-1% -$11.5K 0.37% 51
2023
Q2 		$922K Sell
49,204
-4,724
-9% -$81K 0.38% 51
2023
Q1 		$879K Sell
53,928
-1,808
-3% -$27.4K 0.37% 56
2022
Q4 		$774K Sell
55,736
-13,548
-20% -$195K 0.34% 59
2022
Q3 		$967K Sell
69,284
-5,436
-7% -$85.2K 0.46% 45
2022
Q2 		$1.08M Buy
74,720
+29,440
+65% +$471K 0.5% 44
2022
Q1 		$1.85M Sell
45,280
-45,280
-50% -$826K 0.83% 31
2021
Q4 		$1.85M Sell
90,560
-6,744
-7% -$135K 0.83% 31
2021
Q3 		$1.8M Sell
97,304
-2,704
-3% -$51.5K 1.01% 24
2021
Q2 		$1.82M Sell
100,008
-14,640
-13% -$253K 1.07% 22
2021
Q1 		$1.98M Sell
114,648
-238,544
-68% -$3.88M 1.29% 19
2020
Q4 		$5.67M Buy
+353,192
New +$5.36M 4.88% 4

Other funds holding SCHG

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
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

TrueWealth Advisors's SCHG Position: Q3 2026 in Review

TrueWealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1% in Q3 2026, selling an estimated $15.1K and leaving 42,562 shares worth $1.53M. The position accounts for 0.34% of the portfolio, ranked #50.

TrueWealth Advisors first reported a position in SCHG in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.67M in Q4 2020. 1,152 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • TrueWealth Advisors held 42,562 shares of Schwab US Large-Cap Growth ETF worth $1.53M as of Q3 2026.
  • TrueWealth Advisors sold 431 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $15.1K.
  • Schwab US Large-Cap Growth ETF made up 0.34% of TrueWealth Advisors's portfolio in Q3 2026, its #50 holding.
  • TrueWealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • TrueWealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.67M in Q4 2020.
  • 1,152 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.