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3Chopt Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

3Chopt Investment Partners’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
-1,612
Closed -$40.4K – 246
2025
Q1 		$40.4K Sell
1,612
-9,328
-85% -$255K 0.01% 220
2024
Q4 		$305K Buy
+10,940
New +$299K 0.1% 73

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Osaic Holdings
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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

3Chopt Investment Partners's SCHG Position: Q2 2025 in Review

3Chopt Investment Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 1,612 shares — an estimated $40.4K sold.

3Chopt Investment Partners first reported a position in SCHG in Q4 2024 and held it in 2 quarters. The position peaked at $305K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • 3Chopt Investment Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • 3Chopt Investment Partners sold 1,612 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $40.4K.
  • 3Chopt Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • 3Chopt Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $305K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on 3Chopt Investment Partners's 13F filing for Q2 2025, filed 24 Jul 2025.