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West Paces Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

West Paces Advisors’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 		$68.5K Buy
1,906
+198
+12% +$6.94K 0.01% 255
2026
Q2 		$57.8K Hold
1,708
– – 0.01% 260
2026
Q1 		$49.8K Hold
1,708
– – 0.01% 177
2025
Q4 		$55.7K Hold
1,708
– – 0.01% 173
2025
Q3 		$54.5K Sell
1,708
-800
-32% -$24.4K 0.01% 166
2025
Q2 		$73.3K Buy
2,508
+800
+47% +$21.2K 0.02% 164
2025
Q1 		$42.8K Hold
1,708
– – 0.01% 245
2024
Q4 		$47.6K Hold
1,708
– – 0.01% 238
2024
Q3 		$44.5K Hold
1,708
– – 0.01% 250
2024
Q2 		$43.1K Hold
1,708
– – 0.01% 235
2024
Q1 		$39.6K Hold
1,708
– – 0.01% 256
2023
Q4 		$35.4K Hold
1,708
– – 0.01% 256
2023
Q3 		$31.1K Hold
1,708
– – 0.01% 255
2023
Q2 		$32K Sell
1,708
-40
-2% -$686 0.01% 262
2023
Q1 		$28.5K Hold
1,748
– – 0.01% 273
2022
Q4 		$24.3K Hold
1,748
– – 0.01% 273
2022
Q3 		$24.4K Buy
+1,748
New +$27.4K 0.01% 264

Other funds holding SCHG

TWM
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 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
CP
Capital Planning Bellevue, Washington $376M AUM 13.8% 1-Year Est. Return
CFGSD
Compass Financial Group (South Dakota) Sioux Falls, South Dakota $922M AUM 16.07% 1-Year Est. Return

West Paces Advisors's SCHG Position: Q3 2026 in Review

West Paces Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q3 2026, buying an estimated $6.94K and bringing the position to 1,906 shares worth $68.5K. The position accounts for 0.01% of the portfolio, ranked #255.

West Paces Advisors first reported a position in SCHG in Q3 2022 and has held it in 17 quarters since. The position peaked at $73.3K in Q2 2025. 166 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • West Paces Advisors held 1,906 shares of Schwab US Large-Cap Growth ETF worth $68.5K as of Q3 2026.
  • West Paces Advisors bought 198 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $6.94K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of West Paces Advisors's portfolio in Q3 2026, its #255 holding.
  • West Paces Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 17 quarters since.
  • West Paces Advisors's Schwab US Large-Cap Growth ETF position peaked at $73.3K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.