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Creekmur Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Creekmur Asset 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
Q3 		$11.5K Sell
360
-1,451
-80% -$44.2K ﹤0.01% 502
2025
Q2 		$52.9K Buy
1,811
+1,208
+200% +$31.9K 0.01% 334
2025
Q1 		$15.1K Buy
603
+1
+0.2% +$27 ﹤0.01% 432
2024
Q4 		$16.8K Buy
602
+358
+147% +$9.79K ﹤0.01% 360
2024
Q3 		$6.31K Buy
244
+4
+2% +$101 ﹤0.01% 502
2024
Q2 		$6.09K Hold
240
– – ﹤0.01% 563
2024
Q1 		$5.6K Sell
240
-1,812
-88% -$40.1K ﹤0.01% 545
2023
Q4 		$42.6K Buy
+2,052
New +$39.7K 0.01% 321

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 $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Creekmur Asset Management's SCHG Position: Q3 2025 in Review

Creekmur Asset Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 80% in Q3 2025, selling an estimated $44.2K and leaving 360 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

Creekmur Asset Management first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. The position peaked at $52.9K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Creekmur Asset Management held 360 shares of Schwab US Large-Cap Growth ETF worth $11.5K as of Q3 2025.
  • Creekmur Asset Management sold 1,451 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $44.2K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #502 holding.
  • Creekmur Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Schwab US Large-Cap Growth ETF position peaked at $52.9K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.