Valmark Advisers
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Valmark Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Valmark Advisers’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 		$3.62M Buy
100,823
+40,561
+67% +$1.42M 0.04% 197
2026
Q2 		$2.04M Buy
60,262
+4,990
+9% +$165K 0.02% 265
2026
Q1 		$1.61M Buy
55,272
+5,427
+11% +$169K 0.02% 278
2025
Q4 		$1.63M Buy
49,845
+628
+1% +$20.4K 0.02% 276
2025
Q3 		$1.57M Buy
49,217
+6,887
+16% +$210K 0.02% 268
2025
Q2 		$1.24M Sell
42,330
-3,257
-7% -$86.1K 0.02% 299
2025
Q1 		$1.14M Sell
45,587
-126
-0.3% -$3.45K 0.02% 291
2024
Q4 		$1.27M Sell
45,713
-13,167
-22% -$360K 0.02% 273
2024
Q3 		$1.53M Sell
58,880
-11,404
-16% -$287K 0.02% 233
2024
Q2 		$1.77M Buy
70,284
+49,756
+242% +$1.17M 0.03% 194
2024
Q1 		$476K Buy
20,528
+4,152
+25% +$91.8K 0.01% 388
2023
Q4 		$340K Buy
16,376
+3,868
+31% +$74.8K 0.01% 405
2023
Q3 		$227K Buy
12,508
+1,480
+13% +$27.9K ﹤0.01% 444
2023
Q2 		$207K Buy
+11,028
New +$189K ﹤0.01% 460
2022
Q2 		– Sell
-11,308
Closed -$211K – 430
2022
Q1 		$211K Sell
11,308
-4
-0% -$73 ﹤0.01% 413
2021
Q4 		$231K Sell
11,312
-256
-2% -$5.12K ﹤0.01% 382
2021
Q3 		$214K Hold
11,568
– – ﹤0.01% 373
2021
Q2 		$211K Buy
+11,568
New +$200K ﹤0.01% 376

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

Valmark Advisers's SCHG Position: Q3 2026 in Review

Valmark Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 67% in Q3 2026, buying an estimated $1.42M and bringing the position to 100,823 shares worth $3.62M. The position accounts for 0.04% of the portfolio, ranked #197.

Valmark Advisers first reported a position in SCHG in Q2 2021 and has held it in 18 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Valmark Advisers held 100,823 shares of Schwab US Large-Cap Growth ETF worth $3.62M as of Q3 2026.
  • Valmark Advisers bought 40,561 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.42M.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Valmark Advisers's portfolio in Q3 2026, its #197 holding.
  • Valmark Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 18 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Valmark Advisers's 13F filing for Q3 2026, filed 6 Nov 2026.