Weitzel Financial Services
SCHG icon

Weitzel Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Weitzel Financial Services’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 		$301K Sell
8,274
-123
-1% -$4.31K 0.1% 42
2026
Q2 		$286K Hold
8,397
– – 0.1% 44
2026
Q1 		$246K Buy
8,397
+638
+8% +$19.8K 0.09% 47
2025
Q4 		$252K Buy
7,759
+155
+2% +$5.04K 0.1% 44
2025
Q3 		$241K Buy
7,604
+717
+10% +$21.9K 0.1% 46
2025
Q2 		$210K Buy
+6,887
New +$182K 0.09% 46

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McAdam LLC
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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
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Legacy Financial Strategies
Legacy Financial Strategies Overland Park, Kansas $615M AUM 17.73% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Weitzel Financial Services's SCHG Position: Q3 2026 in Review

Weitzel Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q3 2026, selling an estimated $4.31K and leaving 8,274 shares worth $301K. The position accounts for 0.1% of the portfolio, ranked #42.

Weitzel Financial Services first reported a position in SCHG in Q2 2025 and has held it in 6 quarters since. 619 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Weitzel Financial Services held 8,274 shares of Schwab US Large-Cap Growth ETF worth $301K as of Q3 2026.
  • Weitzel Financial Services sold 123 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $4.31K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Weitzel Financial Services's portfolio in Q3 2026, its #42 holding.
  • Weitzel Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • 619 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Weitzel Financial Services's 13F filing for Q3 2026, filed 16 Oct 2026.