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Blue Barn Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blue Barn Wealth’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 		$612K Sell
18,775
-115,508
-86% -$3.76M 0.89% 20
2025
Q3 		$4.28M Sell
134,283
-12,185
-8% -$371K 1.88% 11
2025
Q2 		$4.28M Sell
146,468
-1,736
-1% -$45.9K 2.02% 10
2025
Q1 		$3.71M Sell
148,204
-4,189
-3% -$115K 1.94% 11
2024
Q4 		$4.25M Sell
152,393
-423
-0.3% -$11.6K 2.24% 10
2024
Q3 		$3.98M Buy
152,816
+101,624
+199% +$2.56M 2.04% 10
2024
Q2 		$3.89M Sell
51,192
-109,448
-68% -$2.58M 2.17% 11
2024
Q1 		$3.72M Sell
160,640
-15,080
-9% -$334K 2.08% 11
2023
Q4 		$3.64M Sell
175,720
-6,796
-4% -$131K 2.17% 10
2023
Q3 		$3.32M Sell
182,516
-2,720
-1% -$51.2K 2.18% 12
2023
Q2 		$3.47M Sell
185,236
-25,208
-12% -$432K 2.25% 11
2023
Q1 		$3.43M Sell
210,444
-11,092
-5% -$168K 2.12% 11
2022
Q4 		$3.08M Buy
221,536
+147,956
+201% +$2.13M 2.03% 13
2022
Q3 		$1.03M Buy
73,580
+9,120
+14% +$143K 0.73% 29
2022
Q2 		$934K Buy
64,460
+11,312
+21% +$181K 0.72% 29
2022
Q1 		$994K Sell
53,148
-3,628
-6% -$66.2K 0.69% 31
2021
Q4 		$1.16M Sell
56,776
-152
-0.3% -$3.04K 0.79% 28
2021
Q3 		$1.05M Buy
56,928
+896
+2% +$17.1K 0.92% 25
2021
Q2 		$1.02M Buy
+56,032
New +$969K 1.05% 25

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Blue Barn Wealth's SCHG Position: Q4 2025 in Review

Blue Barn Wealth reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 86% in Q4 2025, selling an estimated $3.76M and leaving 18,775 shares worth $612K. The position accounts for 0.89% of the portfolio, ranked #20.

Blue Barn Wealth first reported a position in SCHG in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.28M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Blue Barn Wealth held 18,775 shares of Schwab US Large-Cap Growth ETF worth $612K as of Q4 2025.
  • Blue Barn Wealth sold 115,508 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $3.76M.
  • Schwab US Large-Cap Growth ETF made up 0.89% of Blue Barn Wealth's portfolio in Q4 2025, its #20 holding.
  • Blue Barn Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and has held it in 19 quarters since.
  • Blue Barn Wealth's Schwab US Large-Cap Growth ETF position peaked at $4.28M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.