YANKCOM Partnership’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

YANKCOM Partnership’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	$5.03K	Sell	140 -3,488	-96%	-$122K	﹤0.01%	292
2026 Q2	$123K	Hold	3,628	–	–	0.04%	168
2026 Q1	$106K	Sell	3,628 -980	-21%	-$30.5K	0.04%	167
2025 Q4	$150K	Hold	4,608	–	–	0.06%	154
2025 Q3	$147K	Hold	4,608	–	–	0.07%	152
2025 Q2	$135K	Hold	4,608	–	–	0.07%	153
2025 Q1	$115K	Hold	4,608	–	–	0.06%	153
2024 Q4	$128K	Buy	+4,608	New	+$126K	0.07%	143

Other funds holding SCHG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $4.22B AUM 10.75% 1-Year Est. Return

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

Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

YANKCOM Partnership's SCHG Position: Q3 2026 in Review

YANKCOM Partnership reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 96% in Q3 2026, selling an estimated $122K and leaving 140 shares worth $5.03K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

YANKCOM Partnership first reported a position in SCHG in Q4 2024 and has held it in 8 quarters since. The position peaked at $150K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

YANKCOM Partnership held 140 shares of Schwab US Large-Cap Growth ETF worth $5.03K as of Q3 2026.
YANKCOM Partnership sold 3,488 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $122K.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of YANKCOM Partnership's portfolio in Q3 2026, its #292 holding.
YANKCOM Partnership first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
YANKCOM Partnership's Schwab US Large-Cap Growth ETF position peaked at $150K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on YANKCOM Partnership's 13F filing for Q3 2026, filed 15 Oct 2026.