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Value Investment Professionals’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Value Investment Professionals’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 		$337K Buy
9,387
+10
+0.1% +$351 0.29% 71
2026
Q2 		$317K Buy
+9,377
New +$311K 0.27% 76
2026
Q1 		– Sell
-10,156
Closed -$331K – 84
2025
Q4 		$331K Buy
+10,156
New +$330K 0.35% 60

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
FFN
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
KF
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
FFA
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
IP
Ignite Planners San Clemente, California $769M AUM 18.29% 1-Year Est. Return

Value Investment Professionals's SCHG Position: Q3 2026 in Review

Value Investment Professionals increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q3 2026, buying an estimated $351 and bringing the position to 9,387 shares worth $337K. The position accounts for 0.29% of the portfolio, ranked #71.

Value Investment Professionals first reported a position in SCHG in Q4 2025 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Value Investment Professionals held 9,387 shares of Schwab US Large-Cap Growth ETF worth $337K as of Q3 2026.
  • Value Investment Professionals bought 10 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $351.
  • Schwab US Large-Cap Growth ETF made up 0.29% of Value Investment Professionals's portfolio in Q3 2026, its #71 holding.
  • Value Investment Professionals first reported a position in Schwab US Large-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 205 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Value Investment Professionals's 13F filing for Q3 2026, filed 13 Oct 2026.