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Alpha Cubed Investments’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Alpha Cubed Investments’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 		$615K Buy
18,869
+4,975
+36% +$162K 0.02% 163
2025
Q3 		$443K Buy
13,894
+4,337
+45% +$132K 0.02% 191
2025
Q2 		$279K Sell
9,557
-193
-2% -$5.1K 0.01% 239
2025
Q1 		$244K Buy
+9,750
New +$267K 0.01% 247

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Alpha Cubed Investments's SCHG Position: Q4 2025 in Review

Alpha Cubed Investments increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 36% in Q4 2025, buying an estimated $162K and bringing the position to 18,869 shares worth $615K. The position accounts for 0.02% of the portfolio, ranked #163.

Alpha Cubed Investments first reported a position in SCHG in Q1 2025 and has held it in 4 quarters since. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Alpha Cubed Investments held 18,869 shares of Schwab US Large-Cap Growth ETF worth $615K as of Q4 2025.
  • Alpha Cubed Investments bought 4,975 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $162K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Alpha Cubed Investments's portfolio in Q4 2025, its #163 holding.
  • Alpha Cubed Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.