Advocate Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advocate Group’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 Q4	–	Sell	-7,701	Closed	-$246K	–	126
2025 Q3	$246K	Hold	7,701	–	–	0.04%	117
2025 Q2	$225K	Buy	+7,701	New	+$204K	0.04%	114
2025 Q1	–	Sell	-7,701	Closed	-$215K	–	119
2024 Q4	$215K	Buy	7,701 +13	+0.2%	+$356	0.04%	111
2024 Q3	$200K	Buy	+7,688	New	+$193K	0.04%	116
2024 Q2	–	Sell	-11,552	Closed	-$268K	–	124
2024 Q1	$268K	Buy	11,552 +124	+1%	+$2.74K	0.05%	107
2023 Q4	$237K	Sell	11,428 -972	-8%	-$18.8K	0.05%	110
2023 Q3	$225K	Sell	12,400 -4,448	-26%	-$83.7K	0.05%	112
2023 Q2	$316K	Hold	16,848	–	–	0.07%	105
2023 Q1	$274K	Hold	16,848	–	–	0.06%	108
2022 Q4	$234K	Buy	+16,848	New	+$242K	0.05%	111

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Advocate Group's SCHG Position: Q4 2025 in Review

Advocate Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 7,701 shares — an estimated $246K sold.

Advocate Group first reported a position in SCHG in Q4 2022 and held it in 10 quarters. The position peaked at $316K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Advocate Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Advocate Group sold 7,701 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $246K.
Advocate Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 10 quarters.
Advocate Group's Schwab US Large-Cap Growth ETF position peaked at $316K in Q2 2023.
1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Advocate Group's 13F filing for Q4 2025, filed 20 Jan 2026.