Briaud Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Briaud Financial Planning’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	–	Sell	-2,736	Closed	-$79K	–	279
2025 Q2	$79K	Hold	2,736	–	–	0.03%	78
2025 Q1	$68K	Hold	2,736	–	–	0.03%	76
2024 Q4	$76K	Hold	2,736	–	–	0.03%	64
2024 Q3	$71K	Hold	2,736	–	–	0.04%	51
2024 Q2	$68K	Hold	2,736	–	–	0.04%	49
2024 Q1	$64K	Buy	+2,736	New	+$60.5K	0.04%	49
2023 Q4	–	Sell	-2,736	Closed	-$49K	–	132
2023 Q3	$49K	Buy	+2,736	New	+$51.5K	0.04%	54

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 $10B AUM 15.14% 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

Briaud Financial Planning's SCHG Position: Q3 2025 in Review

Briaud Financial Planning sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 2,736 shares — an estimated $79K sold.

Briaud Financial Planning first reported a position in SCHG in Q3 2023 and held it in 7 quarters. The position peaked at $79K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

Briaud Financial Planning reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 2,736 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $79K.
Briaud Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $79K in Q2 2025.
1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.