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Custos Family Office’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Custos Family Office’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 		– Sell
-61,635
Closed -$1.8M – 75
2025
Q2 		$1.8M Buy
61,635
+59
+0.1% +$1.56K 0.57% 28
2025
Q1 		$1.54M Buy
61,576
+69
+0.1% +$1.89K 0.55% 27
2024
Q4 		$1.71M Buy
61,507
+67
+0.1% +$1.83K 0.6% 27
2024
Q3 		$1.6M Sell
61,440
-2,832
-4% -$71.3K 0.58% 28
2024
Q2 		$1.62M Buy
+64,272
New +$1.52M 0.65% 27

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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 $13.4B AUM 22.25% 1-Year Est. Return

Custos Family Office's SCHG Position: Q3 2025 in Review

Custos Family Office sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 61,635 shares — an estimated $1.8M sold.

Custos Family Office first reported a position in SCHG in Q2 2024 and held it in 5 quarters. The position peaked at $1.8M in Q2 2025. 1,508 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Custos Family Office reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Custos Family Office sold 61,635 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $1.8M.
  • Custos Family Office first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Custos Family Office's Schwab US Large-Cap Growth ETF position peaked at $1.8M in Q2 2025.
  • 1,508 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Custos Family Office's 13F filing for Q3 2025, filed 16 Oct 2025.