Brass Tax Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brass Tax Wealth Management’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	$33.7M	Buy	1,057,059 +263,598	+33%	+$8.03M	5.61%	4
2025 Q2	$23.2M	Buy	793,461 +34,280	+5%	+$906K	4.46%	5
2025 Q1	$19M	Buy	759,181 +33,999	+5%	+$931K	3.99%	5
2024 Q4	$20.2M	Buy	725,182 +11,362	+2%	+$311K	4.25%	5
2024 Q3	$18.6M	Buy	713,820 +564,764	+379%	+$14.2M	3.98%	6
2024 Q2	$3.76M	Buy	149,056 +72,528	+95%	+$1.71M	1.62%	16
2024 Q1	$1.77M	Buy	+76,528	New	+$1.69M	0.92%	22

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Brass Tax Wealth Management's SCHG Position: Q3 2025 in Review

Brass Tax Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q3 2025, buying an estimated $8.03M and bringing the position to 1,057,059 shares worth $33.7M. The position accounts for 5.61% of the portfolio, ranked #4.

Brass Tax Wealth Management first reported a position in SCHG in Q1 2024 and has held it in 7 quarters since. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

Brass Tax Wealth Management held 1,057,059 shares of Schwab US Large-Cap Growth ETF worth $33.7M as of Q3 2025.
Brass Tax Wealth Management bought 263,598 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $8.03M.
Schwab US Large-Cap Growth ETF made up 5.61% of Brass Tax Wealth Management's portfolio in Q3 2025, its #4 holding.
Brass Tax Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 7 quarters since.
1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.