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Whitaker-Myers Wealth Managers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Whitaker-Myers Wealth Managers’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 		$13.8M Sell
384,995
-194,320
-34% -$6.81M 2.25% 16
2026
Q2 		$19.6M Buy
579,315
+6,911
+1% +$229K 3.27% 13
2026
Q1 		$16.7M Buy
572,404
+41,820
+8% +$1.3M 3.32% 13
2025
Q4 		$17.3M Buy
530,584
+22,771
+4% +$741K 3.61% 10
2025
Q3 		$16.2M Buy
507,813
+13,495
+3% +$411K 3.53% 10
2025
Q2 		$14.4M Buy
494,318
+102,415
+26% +$2.71M 3.64% 10
2025
Q1 		$9.81M Buy
391,903
+15,327
+4% +$420K 2.75% 14
2024
Q4 		$10.5M Buy
376,576
+65,220
+21% +$1.78M 3.06% 11
2024
Q3 		$8.11M Buy
311,356
+39,644
+15% +$998K 2.7% 13
2024
Q2 		$6.85M Buy
271,712
+226,244
+498% +$5.34M 2.53% 13
2024
Q1 		$1.05M Buy
45,468
+7,912
+21% +$175K 0.44% 39
2023
Q4 		$779K Sell
37,556
-7,928
-17% -$153K 0.39% 42
2023
Q3 		$827K Sell
45,484
-62,196
-58% -$1.17M 0.51% 34
2023
Q2 		$2.02M Sell
107,680
-5,672
-5% -$97.2K 1.35% 17
2023
Q1 		$1.85M Buy
113,352
+10,080
+10% +$153K 1.43% 19
2022
Q4 		$1.43M Buy
+103,272
New +$1.48M 1.38% 24

Other funds holding SCHG

MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 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
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
PVAMC
PPS&V Asset Management Consultants Portage, Michigan $185M AUM 18.16% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SCHG Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q3 2026, selling an estimated $6.81M and leaving 384,995 shares worth $13.8M. The position accounts for 2.25% of the portfolio, ranked #16.

Whitaker-Myers Wealth Managers first reported a position in SCHG in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.6M in Q2 2026. 103 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • Whitaker-Myers Wealth Managers held 384,995 shares of Schwab US Large-Cap Growth ETF worth $13.8M as of Q3 2026.
  • Whitaker-Myers Wealth Managers sold 194,320 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $6.81M.
  • Schwab US Large-Cap Growth ETF made up 2.25% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #16 holding.
  • Whitaker-Myers Wealth Managers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Whitaker-Myers Wealth Managers's Schwab US Large-Cap Growth ETF position peaked at $19.6M in Q2 2026.
  • 103 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.