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Abich Financial Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Abich Financial Wealth 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
Q3 		$17.7K Buy
+556
New +$16.9K 0.01% 402
2024
Q2 		– Sell
-3,108
Closed -$72K – 864
2024
Q1 		$72K Buy
+3,108
New +$68.7K 0.06% 109

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Abich Financial Wealth Management's SCHG Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025: 556 shares worth $17.7K. The stake represents 0.01% of the portfolio and ranks #402 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHG as recently as Q1 2024.

Abich Financial Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 2 quarters since. The position peaked at $72K in Q1 2024. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Abich Financial Wealth Management held 556 shares of Schwab US Large-Cap Growth ETF worth $17.7K as of Q3 2025.
  • Schwab US Large-Cap Growth ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #402 holding.
  • Abich Financial Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 2 quarters since.
  • Abich Financial Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $72K in Q1 2024.
  • 1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.