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

Cranbrook 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 		– Sell
-11
Closed -$276 – 439
2025
Q1 		$276 Hold
11
– – ﹤0.01% 418
2024
Q4 		$307 Buy
+11
New +$301 ﹤0.01% 393

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Osaic Holdings
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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cranbrook Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 11 shares — an estimated $276 sold.

Cranbrook Wealth Management first reported a position in SCHG in Q4 2024 and held it in 2 quarters. The position peaked at $307 in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Cranbrook Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Cranbrook Wealth Management sold 11 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $276.
  • Cranbrook Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Cranbrook Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $307 in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Cranbrook Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.