AHL Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

AHL Investment 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	$448K	Hold	14,040	–	–	0.31%	51
2025 Q2	$410K	Hold	14,040	–	–	0.27%	52
2025 Q1	$352K	Hold	14,040	–	–	0.24%	55
2024 Q4	$391K	Hold	14,040	–	–	0.27%	55
2024 Q3	$366K	Hold	14,040	–	–	0.25%	56
2024 Q2	$354K	Hold	14,040	–	–	0.26%	56
2024 Q1	$325K	Hold	14,040	–	–	0.25%	54
2023 Q4	$291K	Hold	14,040	–	–	0.24%	51
2023 Q3	$255K	Sell	14,040 -2,000	-12%	-$37.6K	0.23%	54
2023 Q2	$301K	Hold	16,040	–	–	0.27%	50
2023 Q1	$261K	Hold	16,040	–	–	0.24%	54
2022 Q4	$223K	Sell	16,040 -1,084	-6%	-$15.6K	0.21%	60
2022 Q3	$239K	Hold	17,124	–	–	0.25%	51
2022 Q2	$248K	Hold	17,124	–	–	0.25%	51
2022 Q1	$320K	Sell	17,124 -4	-0%	-$73	0.29%	48
2021 Q4	$351K	Buy	+17,128	New	+$342K	0.32%	51

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

AHL Investment Management's SCHG Position: Q3 2025 in Review

AHL Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2025 at 14,040 shares worth $448K. The position accounts for 0.31% of the portfolio, ranked #51.

AHL Investment Management first reported a position in SCHG in Q4 2021 and has held it in 16 quarters since. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

AHL Investment Management held 14,040 shares of Schwab US Large-Cap Growth ETF worth $448K as of Q3 2025.
AHL Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2025.
Schwab US Large-Cap Growth ETF made up 0.31% of AHL Investment Management's portfolio in Q3 2025, its #51 holding.
AHL Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.