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Elios Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Elios Financial Group’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 		$261K Buy
8,932
+700
+9% +$18.5K 0.12% 110
2025
Q1 		$206K Buy
8,232
+2
+0% +$55 0.1% 108
2024
Q4 		$229K Buy
8,230
+62
+0.8% +$1.7K 0.11% 104
2024
Q3 		$213K Buy
+8,168
New +$206K 0.1% 111

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 $113B AUM 34.64% 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 $56.3B AUM 17.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Elios Financial Group's SCHG Position: Q2 2025 in Review

Elios Financial Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.5% in Q2 2025, buying an estimated $18.5K and bringing the position to 8,932 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #110.

Elios Financial Group first reported a position in SCHG in Q3 2024 and has held it in 4 quarters since. 1,465 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Elios Financial Group held 8,932 shares of Schwab US Large-Cap Growth ETF worth $261K as of Q2 2025.
  • Elios Financial Group bought 700 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $18.5K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Elios Financial Group's portfolio in Q2 2025, its #110 holding.
  • Elios Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 4 quarters since.
  • 1,465 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.