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Ergawealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ergawealth Advisors’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
-26,380
Closed -$771K – 81
2025
Q2 		$771K Buy
26,380
+10,085
+62% +$267K 0.35% 34
2025
Q1 		$408K Sell
16,295
-8,994
-36% -$246K 0.2% 43
2024
Q4 		$705K Buy
25,289
+493
+2% +$13.5K 0.35% 30
2024
Q3 		$646K Sell
24,796
-120
-0.5% -$3.02K 0.32% 31
2024
Q2 		$628K Buy
24,916
+4,108
+20% +$96.9K 0.34% 31
2024
Q1 		$482K Buy
+20,808
New +$460K 0.26% 36

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

Ergawealth Advisors's SCHG Position: Q3 2025 in Review

Ergawealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 26,380 shares — an estimated $771K sold.

Ergawealth Advisors first reported a position in SCHG in Q1 2024 and held it in 6 quarters. The position peaked at $771K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Ergawealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 26,380 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $771K.
  • Ergawealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 6 quarters.
  • Ergawealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $771K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.