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Collaborative Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Collaborative Wealth Management’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
Q4 		– Sell
-6,302
Closed -$201K – 242
2025
Q3 		$201K Buy
+6,302
New +$192K 0.08% 187

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LPL Financial
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Collaborative Wealth Management's SCHG Position: Q4 2025 in Review

Collaborative Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 6,302 shares — an estimated $201K sold.

Collaborative Wealth Management first reported a position in SCHG in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Collaborative Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Collaborative Wealth Management sold 6,302 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $201K.
  • Collaborative Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Collaborative Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $201K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Collaborative Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.