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

Fairfield Financial 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
Q1 		– Sell
-991
Closed -$27.6K – 167
2024
Q4 		$27.6K Sell
991
-1
-0.1% -$27 0.01% 153
2024
Q3 		$25.8K Buy
992
+4
+0.4% +$101 0.01% 173
2024
Q2 		$24.9K Buy
+988
New +$23.3K 0.01% 166
2023
Q4 		$20.5K Buy
988
+4
+0.4% +$77 0.01% 197
2023
Q3 		$17.9K Hold
984
– – 0.01% 188
2023
Q2 		$18.4K Buy
984
+56
+6% +$960 0.01% 197
2023
Q1 		$14.8K Buy
928
+4
+0.4% +$61 0.01% 210
2022
Q4 		$12.9K Hold
924
– – 0.01% 200
2022
Q3 		$12.9K Hold
924
– – 0.01% 194
2022
Q2 		$13.4K Buy
924
+4
+0.4% +$64 0.01% 181
2022
Q1 		$17.2K Buy
+920
New +$16.8K 0.01% 188

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Fairfield Financial Advisors's SCHG Position: Q1 2025 in Review

Fairfield Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 991 shares — an estimated $27.6K sold.

Fairfield Financial Advisors first reported a position in SCHG in Q1 2022 and held it in 11 quarters. The position peaked at $27.6K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Fairfield Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Fairfield Financial Advisors sold 991 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $27.6K.
  • Fairfield Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 11 quarters.
  • Fairfield Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $27.6K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Fairfield Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.