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Bristlecone Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bristlecone 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
Q3 		$2.34M Buy
73,325
+25
+0% +$762 0.2% 94
2025
Q2 		$2.14M Buy
73,300
+26
+0% +$687 0.18% 95
2025
Q1 		$1.83M Sell
73,274
-1,030
-1% -$28.2K 0.15% 117
2024
Q4 		$2.07M Sell
74,304
-7,472
-9% -$204K 0.16% 105
2024
Q3 		$2.13M Buy
81,776
+5,872
+8% +$148K 0.17% 103
2024
Q2 		$1.91M Sell
75,904
-5,600
-7% -$132K 0.16% 106
2024
Q1 		$1.89M Buy
81,504
+48
+0.1% +$1.06K 0.17% 109
2023
Q4 		$1.69M Buy
81,456
+44
+0.1% +$851 0.17% 109
2023
Q3 		$1.48M Buy
81,412
+160
+0.2% +$3.01K 0.17% 108
2023
Q2 		$1.52M Sell
81,252
-1,240
-2% -$21.3K 0.15% 109
2023
Q1 		$1.34M Buy
82,492
+248
+0.3% +$3.76K 0.15% 116
2022
Q4 		$1.14M Buy
82,244
+52
+0.1% +$748 0.14% 120
2022
Q3 		$1.15M Buy
82,192
+48
+0.1% +$752 0.15% 111
2022
Q2 		$1.19M Buy
82,144
+44
+0.1% +$703 0.15% 109
2022
Q1 		$1.54M Sell
82,100
-900
-1% -$16.4K 0.19% 102
2021
Q4 		$1.7M Buy
83,000
+56
+0.1% +$1.12K 0.2% 102
2021
Q3 		$1.53M Buy
82,944
+32
+0% +$610 0.2% 102
2021
Q2 		$1.51M Buy
82,912
+5,840
+8% +$101K 0.2% 100
2021
Q1 		$1.25M Sell
77,072
-1,168
-1% -$19K 0.19% 111
2020
Q4 		$1.26M Buy
78,240
+4,688
+6% +$71.1K 0.2% 102
2020
Q3 		$1.06M Buy
73,552
+48
+0.1% +$669 0.19% 103
2020
Q2 		$933K Buy
73,504
+56
+0.1% +$653 0.19% 106
2020
Q1 		$731K Sell
73,448
-19,056
-21% -$217K 0.17% 103
2019
Q4 		$1.07M Buy
92,504
+14,952
+19% +$165K 0.22% 103
2019
Q3 		$814K Sell
77,552
-7,928
-9% -$83.6K 0.2% 99
2019
Q2 		$889K Buy
+85,480
New +$869K 0.21% 91
2019
Q1 		– Sell
-79,584
Closed -$686K – 122
2018
Q4 		$686K Sell
79,584
-856
-1% -$7.97K 0.21% 93
2018
Q3 		$825K Sell
80,440
-2,280
-3% -$22.7K 0.21% 94
2018
Q2 		$784K Sell
82,720
-1,200
-1% -$11.2K 0.26% 87
2018
Q1 		$752K Sell
83,920
-2,216
-3% -$20.4K 0.25% 90
2017
Q4 		$761K Buy
86,136
+144
+0.2% +$1.24K 0.24% 94
2017
Q3 		$710K Buy
85,992
+176
+0.2% +$1.43K 0.23% 94
2017
Q2 		$678K Sell
85,816
-22,720
-21% -$177K 0.23% 97
2017
Q1 		$821K Sell
108,536
-177,968
-62% -$1.32M 0.29% 86
2016
Q4 		$2M Buy
286,504
+15,360
+6% +$106K 0.71% 45
2016
Q3 		$1.88M Sell
271,144
-30,952
-10% -$213K 0.68% 48
2016
Q2 		$1.98M Buy
302,096
+86,096
+40% +$566K 0.73% 48
2016
Q1 		$1.42M Buy
+216,000
New +$1.34M 0.56% 60

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

Bristlecone Advisors's SCHG Position: Q3 2025 in Review

Bristlecone Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.03% in Q3 2025, buying an estimated $762 and bringing the position to 73,325 shares worth $2.34M. The position accounts for 0.2% of the portfolio, ranked #94.

Bristlecone Advisors first reported a position in SCHG in Q1 2016 and has held it in 38 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Bristlecone Advisors held 73,325 shares of Schwab US Large-Cap Growth ETF worth $2.34M as of Q3 2025.
  • Bristlecone Advisors bought 25 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $762.
  • Schwab US Large-Cap Growth ETF made up 0.2% of Bristlecone Advisors's portfolio in Q3 2025, its #94 holding.
  • Bristlecone Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and has held it in 38 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.