WPG Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WPG Advisers’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	$3.28M	Buy	91,399 +1,758	+2%	+$61.6K	1.78%	14
2026 Q2	$3.03M	Sell	89,641 -156,891	-64%	-$5.2M	1.78%	13
2026 Q1	$7.18M	Buy	246,532 +16,932	+7%	+$526K	5.29%	4
2025 Q4	$7.49M	Buy	229,600 +62,160	+37%	+$2.02M	5.56%	3
2025 Q3	$5.34M	Buy	167,440 +14,448	+9%	+$440K	4.14%	4
2025 Q2	$4.47M	Buy	152,992 +56,467	+58%	+$1.49M	3.77%	4
2025 Q1	$2.42M	Buy	96,525 +68,842	+249%	+$1.89M	2.25%	8
2024 Q4	$772K	Buy	+27,683	New	+$757K	0.72%	23

Other funds holding SCHG

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

WPG Advisers's SCHG Position: Q3 2026 in Review

WPG Advisers increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q3 2026, buying an estimated $61.6K and bringing the position to 91,399 shares worth $3.28M. The position accounts for 1.78% of the portfolio, ranked #14.

WPG Advisers first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.49M in Q4 2025. 731 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

WPG Advisers held 91,399 shares of Schwab US Large-Cap Growth ETF worth $3.28M as of Q3 2026.
WPG Advisers bought 1,758 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $61.6K.
Schwab US Large-Cap Growth ETF made up 1.78% of WPG Advisers's portfolio in Q3 2026, its #14 holding.
WPG Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
WPG Advisers's Schwab US Large-Cap Growth ETF position peaked at $7.49M in Q4 2025.
731 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on WPG Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.