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

AllSquare 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 		$54.6K Hold
1,712
– – 0.03% 229
2025
Q2 		$50K Hold
1,712
– – 0.03% 224
2025
Q1 		$42.9K Hold
1,712
– – 0.03% 224
2024
Q4 		$47.7K Buy
1,712
+864
+102% +$23.6K 0.03% 218
2024
Q3 		$22.1K Hold
848
– – 0.01% 296
2024
Q2 		$21.4K Hold
848
– – 0.01% 291
2024
Q1 		$19.7K Hold
848
– – 0.01% 301
2023
Q4 		$17.6K Hold
848
– – 0.01% 311
2023
Q3 		$15.4K Hold
848
– – 0.01% 322
2023
Q2 		$15K Buy
+848
New +$14.5K 0.01% 332

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

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

AllSquare Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2025 at 1,712 shares worth $54.6K. The position accounts for 0.03% of the portfolio, ranked #229.

AllSquare Wealth Management first reported a position in SCHG in Q2 2023 and has held it in 10 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • AllSquare Wealth Management held 1,712 shares of Schwab US Large-Cap Growth ETF worth $54.6K as of Q3 2025.
  • AllSquare Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2025.
  • Schwab US Large-Cap Growth ETF made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #229 holding.
  • AllSquare Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.