Valley Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valley Wealth Managers’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	$10.9K	Hold	304	–	–	﹤0.01%	284
2026 Q2	$10.3K	Hold	304	–	–	﹤0.01%	280
2026 Q1	$8.86K	Hold	304	–	–	﹤0.01%	279
2025 Q4	$9.9K	Sell	304 -600	-66%	-$19.5K	﹤0.01%	287
2025 Q3	$28.8K	Hold	904	–	–	﹤0.01%	231
2025 Q2	$26.4K	Hold	904	–	–	﹤0.01%	221
2025 Q1	$22.6K	Hold	904	–	–	﹤0.01%	241
2024 Q4	$25.2K	Hold	904	–	–	﹤0.01%	250
2024 Q3	$23.5K	Hold	904	–	–	﹤0.01%	261
2024 Q2	$22.8K	Hold	904	–	–	﹤0.01%	255
2024 Q1	$21K	Hold	904	–	–	﹤0.01%	241
2023 Q4	$18.7K	Sell	904 -4	-0.4%	-$77	﹤0.01%	253
2023 Q3	$16.5K	Buy	908 +4	+0.4%	+$75	﹤0.01%	267
2023 Q2	$16.9K	Hold	904	–	–	﹤0.01%	254
2023 Q1	$14.7K	Sell	904 -1,800	-67%	-$27.3K	﹤0.01%	270
2022 Q4	$37.6K	Hold	2,704	–	–	﹤0.01%	242
2022 Q3	$38K	Hold	2,704	–	–	﹤0.01%	258
2022 Q2	$39K	Buy	+2,704	New	+$43.2K	﹤0.01%	264

Other funds holding SCHG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Valley Wealth Managers's SCHG Position: Q3 2026 in Review

Valley Wealth Managers held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 304 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Valley Wealth Managers first reported a position in SCHG in Q2 2022 and has held it in 18 quarters since. The position peaked at $39K in Q2 2022. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

Valley Wealth Managers held 304 shares of Schwab US Large-Cap Growth ETF worth $10.9K as of Q3 2026.
Valley Wealth Managers left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #284 holding.
Valley Wealth Managers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's Schwab US Large-Cap Growth ETF position peaked at $39K in Q2 2022.
619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.