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

Congress 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 Q2	$7.68M	Buy	263,011 +47,187	+22%	+$1.25M	0.07%	300
2025 Q1	$5.44M	Buy	215,824 +82,192	+62%	+$2.25M	0.07%	320
2024 Q4	$3.72M	Buy	133,632 +7,120	+6%	+$195K	0.05%	324
2024 Q3	$3.3M	Sell	126,512 -7,104	-5%	-$179K	0.04%	357
2024 Q2	$3.37M	Buy	133,616 +10,544	+9%	+$249K	0.05%	293
2024 Q1	$2.85M	Buy	123,072 +516	+0.4%	+$11.4K	0.05%	282
2023 Q4	$2.54M	Buy	122,556 +4,236	+4%	+$81.9K	0.05%	289
2023 Q3	$2.15M	Buy	+118,320	New	+$2.23M	0.04%	295
2022 Q1	–	Sell	-16,496	Closed	-$338K	–	633
2021 Q4	$338K	Buy	+16,496	New	+$330K	0.01%	514

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Congress Wealth Management's SCHG Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 22% in Q2 2025, buying an estimated $1.25M and bringing the position to 263,011 shares worth $7.68M. The position accounts for 0.07% of the portfolio, ranked #300.

Congress Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 9 quarters since. 1,465 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

Congress Wealth Management held 263,011 shares of Schwab US Large-Cap Growth ETF worth $7.68M as of Q2 2025.
Congress Wealth Management bought 47,187 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $1.25M.
Schwab US Large-Cap Growth ETF made up 0.07% of Congress Wealth Management's portfolio in Q2 2025, its #300 holding.
Congress Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
1,465 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.