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Christopher J. Hasenberg’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Christopher J. Hasenberg’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 		$3.39M Sell
116,008
-122,879
-51% -$3.25M 1.26% 22
2025
Q1 		$6.03M Sell
238,887
-62,157
-21% -$1.7M 2.5% 12
2024
Q4 		$8.39M Buy
301,044
+18,768
+7% +$513K 3.38% 9
2024
Q3 		$7.38M Buy
282,276
+30,160
+12% +$759K 3.05% 11
2024
Q2 		$6.36M Buy
252,116
+11,420
+5% +$269K 2.88% 9
2024
Q1 		$5.58M Buy
240,696
+772
+0.3% +$17.1K 2.74% 9
2023
Q4 		$4.98M Buy
+239,924
New +$4.64M 2.77% 10

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

Christopher J. Hasenberg's SCHG Position: Q2 2025 in Review

Christopher J. Hasenberg reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 51% in Q2 2025, selling an estimated $3.25M and leaving 116,008 shares worth $3.39M. The position accounts for 1.26% of the portfolio, ranked #22.

Christopher J. Hasenberg first reported a position in SCHG in Q4 2023 and has held it in 7 quarters since. The position peaked at $8.39M in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Christopher J. Hasenberg held 116,008 shares of Schwab US Large-Cap Growth ETF worth $3.39M as of Q2 2025.
  • Christopher J. Hasenberg sold 122,879 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $3.25M.
  • Schwab US Large-Cap Growth ETF made up 1.26% of Christopher J. Hasenberg's portfolio in Q2 2025, its #22 holding.
  • Christopher J. Hasenberg first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
  • Christopher J. Hasenberg's Schwab US Large-Cap Growth ETF position peaked at $8.39M in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Christopher J. Hasenberg's 13F filing for Q2 2025, filed 9 Jul 2025.