25 LLC
SCHG icon

25 LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

25 LLC’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 		$853K Hold
23,730
– – 0.23% 36
2026
Q2 		$803K Buy
+23,730
New +$786K 0.22% 36
2023
Q3 		– Sell
-1,412
Closed -$27K – 453
2023
Q2 		$27K Buy
1,412
+76
+6% +$1.3K 0.01% 101
2023
Q1 		$22.2K Buy
+1,336
New +$20.3K 0.01% 109

Other funds holding SCHG

Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $3.96B AUM 12.96% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
RMG Wealth Management
RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return
Thrive Wealth Management
Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
Marquette Asset Management
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
Golden Reserve Retirement
Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

25 LLC's SCHG Position: Q3 2026 in Review

25 LLC held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2026 at 23,730 shares worth $853K. The position accounts for 0.23% of the portfolio, ranked #36.

25 LLC first reported a position in SCHG in Q1 2023 and has held it in 4 quarters since. 976 funds tracked by Wall St. Rank hold SCHG as of Q3 2026.

  • 25 LLC held 23,730 shares of Schwab US Large-Cap Growth ETF worth $853K as of Q3 2026.
  • 25 LLC left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2026.
  • Schwab US Large-Cap Growth ETF made up 0.23% of 25 LLC's portfolio in Q3 2026, its #36 holding.
  • 25 LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 4 quarters since.
  • 976 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.