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B.O.S.S. Retirement Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

B.O.S.S. Retirement Advisors’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 		– Sell
-27,490
Closed -$877K – 201
2025
Q3 		$877K Buy
27,490
+14,401
+110% +$439K 0.21% 92
2025
Q2 		$382K Sell
13,089
-2,526
-16% -$66.8K 0.1% 130
2025
Q1 		$391K Sell
15,615
-13,378
-46% -$366K 0.11% 116
2024
Q4 		$808K Buy
+28,993
New +$793K 0.23% 94
2024
Q1 		– Sell
-20,244
Closed -$420K – 207
2023
Q4 		$420K Buy
+20,244
New +$392K 0.08% 192

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

B.O.S.S. Retirement Advisors's SCHG Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 27,490 shares — an estimated $877K sold.

B.O.S.S. Retirement Advisors first reported a position in SCHG in Q4 2023 and held it in 5 quarters. The position peaked at $877K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • B.O.S.S. Retirement Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 27,490 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $877K.
  • B.O.S.S. Retirement Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • B.O.S.S. Retirement Advisors's Schwab US Large-Cap Growth ETF position peaked at $877K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.