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Financial Advocates Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Advocates Investment Management’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 		$440K Sell
13,794
-69,016
-83% -$2.1M 0.25% 75
2025
Q2 		$2.45M Sell
82,810
-27,629
-25% -$730K 0.2% 110
2025
Q1 		$2.77M Sell
110,439
-29,801
-21% -$816K 0.19% 124
2024
Q4 		$3.91M Buy
140,240
+6,760
+5% +$185K 0.22% 97
2024
Q3 		$3.45M Sell
133,480
-12,332
-8% -$310K 0.2% 116
2024
Q2 		$3.68M Sell
145,812
-936
-0.6% -$22.1K 0.23% 99
2024
Q1 		$3.26M Sell
146,748
-88,536
-38% -$1.96M 0.19% 125
2023
Q4 		$4.8M Sell
235,284
-5,460
-2% -$106K 0.31% 73
2023
Q3 		$4.31M Buy
240,744
+2,624
+1% +$49.4K 0.31% 83
2023
Q2 		$4.46M Buy
238,120
+15,984
+7% +$274K 0.32% 79
2023
Q1 		$3.62M Sell
222,136
-8,640
-4% -$131K 0.26% 92
2022
Q4 		$3.21M Sell
230,776
-121,788
-35% -$1.75M 0.24% 104
2022
Q3 		$4.91M Buy
352,564
+51,240
+17% +$803K 0.41% 58
2022
Q2 		$4.37M Sell
301,324
-10,960
-4% -$175K 0.35% 74
2022
Q1 		$5.84M Buy
312,284
+38,580
+14% +$704K 0.38% 56
2021
Q4 		$5.44M Buy
273,704
+19,280
+8% +$385K 0.34% 64
2021
Q3 		$4.71M Buy
+254,424
New +$4.85M 0.32% 75
2021
Q2 		– Sell
-229,296
Closed -$3.97M – 825
2021
Q1 		$3.72M Buy
229,296
+56,864
+33% +$925K 0.26% 79
2020
Q4 		$2.77M Buy
172,432
+3,760
+2% +$57K 0.19% 119
2020
Q3 		$2.43M Buy
168,672
+4,584
+3% +$63.9K 0.21% 98
2020
Q2 		$2.08M Sell
164,088
-12,768
-7% -$149K 0.2% 121
2020
Q1 		$1.76M Buy
176,856
+16,640
+10% +$190K 0.25% 103
2019
Q4 		$1.86M Buy
160,216
+32,160
+25% +$354K 0.2% 126
2019
Q3 		$1.34M Buy
128,056
+33,120
+35% +$349K 0.15% 150
2019
Q2 		$987K Buy
94,936
+55,104
+138% +$560K 0.11% 188
2019
Q1 		$395K Buy
39,832
+6,448
+19% +$61K 0.05% 312
2018
Q4 		$288K Hold
33,384
– – 0.04% 345
2018
Q3 		$342K Buy
33,384
+8
+0% +$80 0.04% 357
2018
Q2 		$318K Hold
33,376
– – 0.04% 353
2018
Q1 		$299K Buy
+33,376
New +$308K 0.04% 367

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 $108B AUM 26.14% 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 $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 $445B AUM 25.58% 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 $13.4B AUM 22.25% 1-Year Est. Return

Financial Advocates Investment Management's SCHG Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 83% in Q3 2025, selling an estimated $2.1M and leaving 13,794 shares worth $440K. The position accounts for 0.25% of the portfolio, ranked #75.

Financial Advocates Investment Management first reported a position in SCHG in Q1 2018 and has held it in 30 quarters since. The position peaked at $5.84M in Q1 2022. 1,508 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Financial Advocates Investment Management held 13,794 shares of Schwab US Large-Cap Growth ETF worth $440K as of Q3 2025.
  • Financial Advocates Investment Management sold 69,016 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $2.1M.
  • Schwab US Large-Cap Growth ETF made up 0.25% of Financial Advocates Investment Management's portfolio in Q3 2025, its #75 holding.
  • Financial Advocates Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 30 quarters since.
  • Financial Advocates Investment Management's Schwab US Large-Cap Growth ETF position peaked at $5.84M in Q1 2022.
  • 1,508 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.