BOLTON SECURITIES CORPORATION’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BOLTON SECURITIES CORPORATION’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	$483K	Buy	13,434 +5,636	+72%	+$198K	0.02%	622
2026 Q2	$264K	Buy	7,798 +642	+9%	+$21.3K	0.01%	811
2026 Q1	$208K	Sell	7,156 -369	-5%	-$11.5K	0.01%	797
2025 Q4	$245K	Buy	7,525 +1,061	+16%	+$34.5K	0.01%	719
2025 Q3	$206K	Buy	6,464 +4,059	+169%	+$124K	0.01%	732
2025 Q2	$70.3K	Buy	2,405 +1	+0%	+$26	﹤0.01%	1015
2025 Q1	$60.2K	Buy	+2,404	New	+$65.8K	﹤0.01%	997

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 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

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's SCHG Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 72% in Q3 2026, buying an estimated $198K and bringing the position to 13,434 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #622.

BOLTON SECURITIES CORPORATION first reported a position in SCHG in Q1 2025 and has held it in 7 quarters since. 1,571 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

BOLTON SECURITIES CORPORATION held 13,434 shares of Schwab US Large-Cap Growth ETF worth $483K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 5,636 Schwab US Large-Cap Growth ETF shares in Q3 2026, an estimated $198K.
Schwab US Large-Cap Growth ETF made up 0.02% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #622 holding.
BOLTON SECURITIES CORPORATION first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
1,571 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.