BI
SCHG icon

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

Binnacle 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
Q3 		$1.1M Sell
34,504
-968
-3% -$29.5K 0.65% 24
2025
Q2 		$1.04M Buy
35,472
+125
+0.4% +$3.31K 0.67% 25
2025
Q1 		$885K Buy
+35,347
New +$968K 0.65% 24

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

Binnacle Investments's SCHG Position: Q3 2025 in Review

Binnacle Investments reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.7% in Q3 2025, selling an estimated $29.5K and leaving 34,504 shares worth $1.1M. The position accounts for 0.65% of the portfolio, ranked #24.

Binnacle Investments first reported a position in SCHG in Q1 2025 and has held it in 3 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Binnacle Investments held 34,504 shares of Schwab US Large-Cap Growth ETF worth $1.1M as of Q3 2025.
  • Binnacle Investments sold 968 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $29.5K.
  • Schwab US Large-Cap Growth ETF made up 0.65% of Binnacle Investments's portfolio in Q3 2025, its #24 holding.
  • Binnacle Investments first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.