1832 Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

1832 Asset Management’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
2025 Q2	–	Sell	-23,320	Closed	-$584K	–	750
2025 Q1	$584K	Hold	23,320	–	–	﹤0.01%	595
2024 Q4	$650K	Hold	23,320	–	–	﹤0.01%	595
2024 Q3	$607K	Hold	23,320	–	–	﹤0.01%	621
2024 Q2	$588K	Hold	23,320	–	–	﹤0.01%	605
2024 Q1	$541K	Buy	23,320 +3,560	+18%	+$78.7K	﹤0.01%	606
2023 Q4	$410K	Hold	19,760	–	–	﹤0.01%	609
2023 Q3	$359K	Hold	19,760	–	–	﹤0.01%	624
2023 Q2	$370K	Hold	19,760	–	–	﹤0.01%	626
2023 Q1	$322K	Hold	19,760	–	–	﹤0.01%	644
2022 Q4	$274K	Hold	19,760	–	–	﹤0.01%	685
2022 Q3	$276K	Hold	19,760	–	–	﹤0.01%	664
2022 Q2	$286K	Hold	19,760	–	–	﹤0.01%	673
2022 Q1	$365K	Hold	19,760	–	–	﹤0.01%	682
2021 Q4	$410K	Buy	19,760 +4,416	+29%	+$88.3K	﹤0.01%	488
2021 Q3	$293K	Hold	15,344	–	–	﹤0.01%	618
2021 Q2	$280K	Sell	15,344 -9,520	-38%	-$165K	﹤0.01%	555
2021 Q1	$402K	Hold	24,864	–	–	﹤0.01%	494
2020 Q4	$400K	Hold	24,864	–	–	﹤0.01%	545
2020 Q3	$358K	Sell	24,864 -2,576	-9%	-$35.9K	﹤0.01%	530
2020 Q2	$348K	Buy	27,440 +7,120	+35%	+$83K	﹤0.01%	502
2020 Q1	$204K	Hold	20,320	–	–	﹤0.01%	552
2019 Q4	$236K	Hold	20,320	–	–	﹤0.01%	511
2019 Q3	$214K	Buy	+20,320	New	+$214K	﹤0.01%	518

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1832 Asset Management's SCHG Position: Q2 2025 in Review

1832 Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 23,320 shares — an estimated $584K sold.

1832 Asset Management first reported a position in SCHG in Q3 2019 and held it in 23 quarters. The position peaked at $650K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

1832 Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
1832 Asset Management sold 23,320 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $584K.
1832 Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and held it in 23 quarters.
1832 Asset Management's Schwab US Large-Cap Growth ETF position peaked at $650K in Q4 2024.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on 1832 Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.