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

Accredited 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 		$180K Sell
2,033
-3,609
-64% -$110K 0.13% 73
2025
Q2 		$165K Hold
5,642
– – 0.13% 72
2025
Q1 		$141K Buy
5,642
+6
+0.1% +$164 0.12% 66
2024
Q4 		$157K Buy
+5,636
New +$154K 0.14% 75

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Accredited Wealth Management's SCHG Position: Q3 2025 in Review

Accredited Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 64% in Q3 2025, selling an estimated $110K and leaving 2,033 shares worth $180K. The position accounts for 0.13% of the portfolio, ranked #73.

Accredited Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Accredited Wealth Management held 2,033 shares of Schwab US Large-Cap Growth ETF worth $180K as of Q3 2025.
  • Accredited Wealth Management sold 3,609 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $110K.
  • Schwab US Large-Cap Growth ETF made up 0.13% of Accredited Wealth Management's portfolio in Q3 2025, its #73 holding.
  • Accredited Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.