Weaver Consulting Group
SCHG icon

Weaver Consulting Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Weaver Consulting Group’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 		$1.09M Buy
+30,437
New +$1.07M 0.21% 94
2025
Q4 		– Sell
-7,074
Closed -$226K – 277
2025
Q3 		$226K Hold
7,074
– – 0.06% 238
2025
Q2 		$207K Buy
+7,074
New +$187K 0.06% 233

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

Weaver Consulting Group's SCHG Position: Q3 2026 in Review

Weaver Consulting Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2026: 30,437 shares worth $1.09M. The stake represents 0.21% of the portfolio and ranks #94 among its holdings. This is a return to the name: Weaver Consulting Group previously reported a position in SCHG as recently as Q3 2025.

Weaver Consulting Group first reported a position in SCHG in Q2 2025 and has held it in 3 quarters since. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Weaver Consulting Group held 30,437 shares of Schwab US Large-Cap Growth ETF worth $1.09M as of Q3 2026.
  • Schwab US Large-Cap Growth ETF was a new Weaver Consulting Group position in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.21% of Weaver Consulting Group's portfolio in Q3 2026, its #94 holding.
  • Weaver Consulting Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Weaver Consulting Group's 13F filing for Q3 2026, filed 7 Oct 2026.