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EWG Elevate’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

EWG Elevate’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 		$9.8M Sell
307,095
-15,550
-5% -$474K 3.06% 6
2025
Q2 		$9.42M Sell
322,645
-53,824
-14% -$1.42M 2.9% 6
2025
Q1 		$9.43M Buy
376,469
+70,632
+23% +$1.93M 3.52% 7
2024
Q4 		$8.52M Buy
305,837
+9,685
+3% +$265K 2.6% 10
2024
Q3 		$7.71M Buy
296,152
+49,824
+20% +$1.25M 3.1% 10
2024
Q2 		$6.21M Sell
246,328
-13,028
-5% -$307K 2.27% 10
2024
Q1 		$6.01M Sell
259,356
-127,620
-33% -$2.82M 2.29% 10
2023
Q4 		$8.03M Buy
386,976
+23,352
+6% +$452K 3.33% 10
2023
Q3 		$6.61M Sell
363,624
-10,572
-3% -$199K 2.99% 10
2023
Q2 		$7.01M Sell
374,196
-40,744
-10% -$699K 2.9% 9
2023
Q1 		$6.76M Buy
414,940
+339,780
+452% +$5.16M 2.88% 11
2022
Q4 		$1.04M Buy
75,160
+29,936
+66% +$430K 0.53% 42
2022
Q3 		$631K Hold
45,224
– – 0.36% 45
2022
Q2 		$656K Hold
45,224
– – 0.32% 47
2022
Q1 		$846K Buy
45,224
+16,848
+59% +$307K 0.33% 51
2021
Q4 		$581K Sell
28,376
-94,160
-77% -$1.88M 0.29% 57
2021
Q3 		$2.27M Buy
122,536
+92,208
+304% +$1.76M 0.94% 29
2021
Q2 		$555K Hold
30,328
– – 0.22% 59
2021
Q1 		$492K Sell
30,328
-197,064
-87% -$3.21M 0.22% 54
2020
Q4 		$3.65M Sell
227,392
-244,824
-52% -$3.71M 1.68% 26
2020
Q3 		$6.8M Sell
472,216
-72,728
-13% -$1.01M 3.96% 7
2020
Q2 		$6.92M Buy
544,944
+178,488
+49% +$2.08M 4.67% 6
2020
Q1 		$3.65M Buy
366,456
+58,176
+19% +$664K 2.76% 12
2019
Q4 		$3.58M Buy
+308,280
New +$3.4M 1.94% 15

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

EWG Elevate's SCHG Position: Q3 2025 in Review

EWG Elevate reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.8% in Q3 2025, selling an estimated $474K and leaving 307,095 shares worth $9.8M. The position accounts for 3.06% of the portfolio, ranked #6.

EWG Elevate first reported a position in SCHG in Q4 2019 and has held it in 24 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • EWG Elevate held 307,095 shares of Schwab US Large-Cap Growth ETF worth $9.8M as of Q3 2025.
  • EWG Elevate sold 15,550 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $474K.
  • Schwab US Large-Cap Growth ETF made up 3.06% of EWG Elevate's portfolio in Q3 2025, its #6 holding.
  • EWG Elevate first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.