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Carolinas Wealth Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-24,199
Closed -$606K – 768
2025
Q1 		$606K Buy
24,199
+301
+1% +$8.24K 0.13% 88
2024
Q4 		$666K Sell
23,898
-2
-0% -$55 0.13% 90
2024
Q3 		$622K Sell
23,900
-412
-2% -$10.4K 0.11% 96
2024
Q2 		$613K Sell
24,312
-1,548
-6% -$36.5K 0.12% 92
2024
Q1 		$599K Sell
25,860
-1,128
-4% -$24.9K 0.12% 88
2023
Q4 		$560K Sell
26,988
-2,496
-8% -$48.3K 0.12% 84
2023
Q3 		$528K Sell
29,484
-552
-2% -$10.4K 0.13% 78
2023
Q2 		$563K Buy
30,036
+3,952
+15% +$67.8K 0.11% 90
2023
Q1 		$425K Hold
26,084
– – 0.09% 116
2022
Q4 		$362K Hold
26,084
– – 0.08% 121
2022
Q3 		$364K Hold
26,084
– – 0.09% 110
2022
Q2 		$378K Hold
26,084
– – 0.09% 104
2022
Q1 		$488K Sell
26,084
-5,380
-17% -$98.1K 0.11% 94
2021
Q4 		$644K Sell
31,464
-1,304
-4% -$26.1K 0.14% 79
2021
Q3 		$606K Buy
32,768
+200
+0.6% +$3.81K 0.14% 74
2021
Q2 		$594K Hold
32,568
– – 0.13% 82
2021
Q1 		$528K Hold
32,568
– – 0.13% 82
2020
Q4 		$523K Hold
32,568
– – 0.14% 76
2020
Q3 		$469K Hold
32,568
– – 0.16% 69
2020
Q2 		$413K Hold
32,568
– – 0.16% 61
2020
Q1 		$324K Buy
+32,568
New +$372K 0.18% 66

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carolinas Wealth Consulting's SCHG Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 24,199 shares — an estimated $606K sold.

Carolinas Wealth Consulting first reported a position in SCHG in Q1 2020 and held it in 21 quarters. The position peaked at $666K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24,199 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $606K.
  • Carolinas Wealth Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's Schwab US Large-Cap Growth ETF position peaked at $666K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.