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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
2021
Q3 		– Sell
-230,688
Closed -$4.22M – 794
2021
Q2 		$4.22M Buy
+230,688
New +$3.99M 0.28% 79

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.