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

Alpha Omega 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
Q1 		$10.8M Buy
433,249
+25,856
+6% +$708K 12.9% 3
2024
Q4 		$11.4M Buy
407,393
+395,205
+3,243% +$10.8M 13.38% 2
2024
Q3 		$317K Sell
12,188
-451,428
-97% -$11.4M 0.44% 15
2024
Q2 		$11.7M Buy
463,616
+181,408
+64% +$4.28M 14.77% 2
2024
Q1 		$6.54M Buy
+282,208
New +$6.24M 9.16% 7
2023
Q1 		– Sell
-520,936
Closed -$7.24M – 23
2022
Q4 		$7.24M Sell
520,936
-10,828
-2% -$156K 10.22% 4
2022
Q3 		$7.42M Buy
531,764
+940
+0.2% +$14.7K 9.37% 2
2022
Q2 		$7.7M Sell
530,824
-172,476
-25% -$2.76M 9.04% 4
2022
Q1 		$13.2M Buy
703,300
+4,428
+0.6% +$80.8K 13.22% 1
2021
Q4 		$14.3M Sell
698,872
-31,408
-4% -$628K 14.31% 1
2021
Q3 		$13.5M Sell
730,280
-12,176
-2% -$232K 14.47% 1
2021
Q2 		$13.5M Sell
742,456
-18,616
-2% -$322K 14.26% 1
2021
Q1 		$12.3M Sell
761,072
-43,864
-5% -$714K 13.52% 2
2020
Q4 		$12.9M Buy
+804,936
New +$12.2M 12.55% 2

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 $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Alpha Omega Group's SCHG Position: Q1 2025 in Review

Alpha Omega Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.3% in Q1 2025, buying an estimated $708K and bringing the position to 433,249 shares worth $10.8M. The position accounts for 12.9% of the portfolio, ranked #3.

Alpha Omega Group first reported a position in SCHG in Q4 2020 and has held it in 14 quarters since. The position peaked at $14.3M in Q4 2021. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Alpha Omega Group held 433,249 shares of Schwab US Large-Cap Growth ETF worth $10.8M as of Q1 2025.
  • Alpha Omega Group bought 25,856 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $708K.
  • Schwab US Large-Cap Growth ETF made up 12.9% of Alpha Omega Group's portfolio in Q1 2025, its #3 holding.
  • Alpha Omega Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • Alpha Omega Group's Schwab US Large-Cap Growth ETF position peaked at $14.3M in Q4 2021.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Alpha Omega Group's 13F filing for Q1 2025, filed 6 May 2025.