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Cookson Peirce & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cookson Peirce & Co’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
-6,728
Closed -$215K – 357
2025
Q3 		$215K Buy
+6,728
New +$205K 0.01% 296
2025
Q2 		– Sell
-8,411
Closed -$211K – 313
2025
Q1 		$211K Buy
+8,411
New +$230K 0.01% 259

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 $11.5B AUM 18.82% 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
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 $11.8B AUM 9.48% 1-Year Est. Return

Cookson Peirce & Co's SCHG Position: Q4 2025 in Review

Cookson Peirce & Co sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 6,728 shares — an estimated $215K sold.

Cookson Peirce & Co first reported a position in SCHG in Q1 2025 and held it in 2 quarters. The position peaked at $215K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Cookson Peirce & Co reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cookson Peirce & Co sold 6,728 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $215K.
  • Cookson Peirce & Co first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 2 quarters.
  • Cookson Peirce & Co's Schwab US Large-Cap Growth ETF position peaked at $215K in Q3 2025.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Cookson Peirce & Co's 13F filing for Q4 2025, filed 11 Feb 2026.