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Aspect Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspect Partners’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
Q2 		– Sell
-11
Closed -$275 – 653
2025
Q1 		$275 Buy
+11
New +$301 ﹤0.01% 582

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Aspect Partners's SCHG Position: Q2 2025 in Review

Aspect Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 11 shares — an estimated $275 sold.

Aspect Partners first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $275 in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Aspect Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Aspect Partners sold 11 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $275.
  • Aspect Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Aspect Partners's Schwab US Large-Cap Growth ETF position peaked at $275 in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Aspect Partners's 13F filing for Q2 2025, filed 6 Aug 2025.