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Bull Oak Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bull Oak Capital’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
-6,855
Closed -$200K – 34
2025
Q2 		$200K Buy
+6,855
New +$181K 0.09% 32

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VIA
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Bull Oak Capital's SCHG Position: Q3 2025 in Review

Bull Oak Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 6,855 shares — an estimated $200K sold.

Bull Oak Capital first reported a position in SCHG in Q2 2025 and held it in 1 quarter. The position peaked at $200K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Bull Oak Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Bull Oak Capital sold 6,855 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $200K.
  • Bull Oak Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Bull Oak Capital's Schwab US Large-Cap Growth ETF position peaked at $200K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Bull Oak Capital's 13F filing for Q3 2025, filed 10 Nov 2025.