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Advisor Resource Council’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisor Resource Council’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
-7,988
Closed -$200K – 506
2025
Q1 		$200K Buy
7,988
+652
+9% +$17.9K 0.02% 556
2024
Q4 		$204K Buy
+7,336
New +$201K 0.15% 66

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

Advisor Resource Council's SCHG Position: Q2 2025 in Review

Advisor Resource Council sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 7,988 shares — an estimated $200K sold.

Advisor Resource Council first reported a position in SCHG in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Advisor Resource Council reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 7,988 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $200K.
  • Advisor Resource Council first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Advisor Resource Council's Schwab US Large-Cap Growth ETF position peaked at $204K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.