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Conrad Siegel Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Conrad Siegel Investment Advisors’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
-10,378
Closed -$331K – 65
2025
Q3 		$331K Buy
+10,378
New +$316K 0.07% 46

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MG
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Charles Schwab
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Conrad Siegel Investment Advisors's SCHG Position: Q4 2025 in Review

Conrad Siegel Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 10,378 shares — an estimated $331K sold.

Conrad Siegel Investment Advisors first reported a position in SCHG in Q3 2025 and held it in 1 quarter. The position peaked at $331K in Q3 2025. 1,633 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Conrad Siegel Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 10,378 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $331K.
  • Conrad Siegel Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $331K in Q3 2025.
  • 1,633 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Conrad Siegel Investment Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.