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

Ascent 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
Q3 		– Sell
-29,229
Closed -$854K – 780
2025
Q2 		$854K Buy
+29,229
New +$773K 0.03% 365

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

Ascent Group's SCHG Position: Q3 2025 in Review

Ascent Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 29,229 shares — an estimated $854K sold.

Ascent Group first reported a position in SCHG in Q2 2025 and held it in 1 quarter. The position peaked at $854K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Ascent Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ascent Group sold 29,229 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $854K.
  • Ascent Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Ascent Group's Schwab US Large-Cap Growth ETF position peaked at $854K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.