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Wedmont Private Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wedmont Private Capital’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 		$4.01M Buy
110,007
+3,515
+3% +$123K 0.1% 125
2026
Q2 		$3.69M Buy
106,492
+743
+0.7% +$24.6K 0.1% 114
2026
Q1 		$3.21M Buy
105,749
+25
+0% +$777 0.1% 110
2025
Q4 		$3.48M Buy
105,724
+33,050
+45% +$1.07M 0.12% 103
2025
Q3 		$2.34M Buy
72,674
+5,901
+9% +$180K 0.09% 136
2025
Q2 		$1.97M Buy
66,773
+387
+0.6% +$10.2K 0.08% 145
2025
Q1 		$1.62M Buy
66,386
+15,029
+29% +$412K 0.08% 147
2024
Q4 		$1.42M Buy
51,357
+22,217
+76% +$608K 0.08% 158
2024
Q3 		$750K Buy
29,140
+6,424
+28% +$162K 0.04% 268
2024
Q2 		$591K Buy
22,716
+24
+0.1% +$566 0.04% 302
2024
Q1 		$525K Sell
22,692
-4,740
-17% -$105K 0.04% 310
2023
Q4 		$565K Buy
27,432
+3,824
+16% +$74K 0.05% 276
2023
Q3 		$441K Buy
23,608
+1,316
+6% +$24.8K 0.04% 284
2023
Q2 		$427K Buy
22,292
+188
+0.9% +$3.22K 0.05% 285
2023
Q1 		$358K Buy
22,104
+32
+0.1% +$486 0.05% 291
2022
Q4 		$306K Buy
+22,072
New +$317K 0.05% 330

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

Wedmont Private Capital's SCHG Position: Q3 2026 in Review

Wedmont Private Capital increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.3% in Q3 2026, buying an estimated $123K and bringing the position to 110,007 shares worth $4.01M. The position accounts for 0.1% of the portfolio, ranked #125.

Wedmont Private Capital first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. 194 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Wedmont Private Capital held 110,007 shares of Schwab US Large-Cap Growth ETF worth $4.01M as of Q3 2026.
  • Wedmont Private Capital bought 3,515 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $123K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Wedmont Private Capital's portfolio in Q3 2026, its #125 holding.
  • Wedmont Private Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 194 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.