WBH Advisory
SCHG icon

WBH Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WBH Advisory’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 		$27.5M Buy
766,304
+40,941
+6% +$1.44M 1.86% 9
2026
Q2 		$24.5M Sell
725,363
-16,754
-2% -$555K 1.65% 11
2026
Q1 		$21.8M Sell
742,117
-88,208
-11% -$2.74M 1.63% 13
2025
Q4 		$27.1M Buy
830,325
+25,596
+3% +$832K 2.01% 8
2025
Q3 		$25.7M Buy
804,729
+74,480
+10% +$2.27M 1.96% 9
2025
Q2 		$21.3M Buy
730,249
+57,999
+9% +$1.53M 1.82% 10
2025
Q1 		$16.8M Buy
672,250
+14,739
+2% +$404K 1.57% 16
2024
Q4 		$18.3M Sell
657,511
-63,005
-9% -$1.72M 1.7% 16
2024
Q3 		$18.8M Sell
720,516
-11,560
-2% -$291K 1.78% 13
2024
Q2 		$18.5M Sell
732,076
-66,752
-8% -$1.57M 1.87% 13
2024
Q1 		$18.5M Sell
798,828
-118,592
-13% -$2.62M 1.91% 12
2023
Q4 		$19M Buy
917,420
+12,244
+1% +$237K 2.12% 10
2023
Q3 		$16.5M Sell
905,176
-99,064
-10% -$1.86M 2.02% 8
2023
Q2 		$18.8M Buy
1,004,240
+137,644
+16% +$2.36M 2.23% 6
2023
Q1 		$14.1M Buy
+866,596
New +$13.2M 1.76% 9
2022
Q3 		$14.2M Buy
1,019,004
+181,492
+22% +$2.84M 2.05% 6
2022
Q2 		$12.6M Buy
837,512
+184,508
+28% +$2.95M 1.68% 10
2022
Q1 		$11.1M Buy
653,004
+29,044
+5% +$530K 1.36% 16
2021
Q4 		$12.8M Buy
+623,960
New +$12.5M 1.46% 19

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

WBH Advisory's SCHG Position: Q3 2026 in Review

WBH Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.6% in Q3 2026, buying an estimated $1.44M and bringing the position to 766,304 shares worth $27.5M. The position accounts for 1.86% of the portfolio, ranked #9.

WBH Advisory first reported a position in SCHG in Q4 2021 and has held it in 19 quarters since. 1,211 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • WBH Advisory held 766,304 shares of Schwab US Large-Cap Growth ETF worth $27.5M as of Q3 2026.
  • WBH Advisory bought 40,941 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $1.44M.
  • Schwab US Large-Cap Growth ETF made up 1.86% of WBH Advisory's portfolio in Q3 2026, its #9 holding.
  • WBH Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on WBH Advisory's 13F filing for Q3 2026, filed 5 Nov 2026.