FLFS
SCHG icon

Family Legacy Financial Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Family Legacy Financial Solutions’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
-200
Closed -$6.39K – 198
2025
Q3 		$6.39K Buy
200
+177
+770% +$5.39K ﹤0.01% 173
2025
Q2 		$673 Buy
+23
New +$608 ﹤0.01% 224

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
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

Family Legacy Financial Solutions's SCHG Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 200 shares — an estimated $6.39K sold.

Family Legacy Financial Solutions first reported a position in SCHG in Q2 2025 and held it in 2 quarters. The position peaked at $6.39K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 200 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $6.39K.
  • Family Legacy Financial Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Schwab US Large-Cap Growth ETF position peaked at $6.39K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.