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Daymark Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Daymark Wealth Partners’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
-8,322
Closed -$266K – 624
2025
Q3 		$266K Buy
8,322
+200
+2% +$6.09K 0.01% 515
2025
Q2 		$237K Buy
8,122
+63
+0.8% +$1.67K 0.01% 502
2025
Q1 		$202K Buy
+8,059
New +$221K 0.01% 491

Other funds holding SCHG

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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
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

Daymark Wealth Partners's SCHG Position: Q4 2025 in Review

Daymark Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 8,322 shares — an estimated $266K sold.

Daymark Wealth Partners first reported a position in SCHG in Q1 2025 and held it in 3 quarters. The position peaked at $266K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Daymark Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 8,322 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $266K.
  • Daymark Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • Daymark Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $266K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Daymark Wealth Partners's 13F filing for Q4 2025, filed 12 Jan 2026.