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Financial Counselors Inc’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Counselors Inc’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
-740,237
Closed -$23.6M – 14
2025
Q3 		$23.6M Sell
740,237
-2,445
-0.3% -$74.5K 31.43% 1
2025
Q2 		$21.7M Sell
742,682
-1,258,722
-63% -$33.3M 30.69% 1
2025
Q1 		$50.1M Buy
2,001,404
+14,992
+0.8% +$411K 0.76% 38
2024
Q4 		$55.4M Buy
1,986,412
+12,992
+0.7% +$355K 0.81% 35
2024
Q3 		$51.4M Sell
1,973,420
-16,096
-0.8% -$405K 0.76% 36
2024
Q2 		$50.2M Sell
1,989,516
-21,296
-1% -$502K 0.81% 33
2024
Q1 		$46.6M Sell
2,010,812
-194,160
-9% -$4.29M 0.79% 36
2023
Q4 		$45.7M Buy
2,204,972
+102,240
+5% +$1.98M 0.82% 33
2023
Q3 		$38.2M Sell
2,102,732
-56,792
-3% -$1.07M 0.76% 38
2023
Q2 		$40.5M Sell
2,159,524
-136,168
-6% -$2.33M 0.82% 34
2023
Q1 		$37.4M Sell
2,295,692
-198,760
-8% -$3.02M 0.81% 33
2022
Q4 		$34.6M Buy
2,494,452
+359,120
+17% +$5.16M 0.78% 36
2022
Q3 		$29.8M Buy
2,135,332
+26,604
+1% +$417K 0.73% 37
2022
Q2 		$30.6M Sell
2,108,728
-25,348
-1% -$405K 0.71% 37
2022
Q1 		$39.9M Sell
2,134,076
-80,500
-4% -$1.47M 0.83% 31
2021
Q4 		$45.3M Sell
2,214,576
-29,584
-1% -$591K 0.93% 23
2021
Q3 		$41.5M Sell
2,244,160
-21,440
-0.9% -$408K 0.89% 28
2021
Q2 		$41.3M Sell
2,265,600
-79,728
-3% -$1.38M 0.9% 25
2021
Q1 		$38M Sell
2,345,328
-128,760
-5% -$2.1M 0.88% 26
2020
Q4 		$39.7M Sell
2,474,088
-69,904
-3% -$1.06M 1% 20
2020
Q3 		$36.6M Sell
2,543,992
-229,360
-8% -$3.2M 1.07% 17
2020
Q2 		$35.2M Sell
2,773,352
-19,752
-0.7% -$230K 1.13% 14
2020
Q1 		$27.8M Buy
2,793,104
+192,360
+7% +$2.19M 1.23% 13
2019
Q4 		$30.2M Buy
2,600,744
+181,024
+7% +$2M 1.08% 16
2019
Q3 		$25.4M Buy
2,419,720
+238,896
+11% +$2.52M 1% 17
2019
Q2 		$22.7M Buy
2,180,824
+3,784
+0.2% +$38.5K 0.92% 22
2019
Q1 		$21.6M Sell
2,177,040
-50,704
-2% -$479K 0.92% 21
2018
Q4 		$19.2M Buy
2,227,744
+146,784
+7% +$1.37M 0.94% 19
2018
Q3 		$21.3M Sell
2,080,960
-19,815,920
-90% -$197M 0.93% 20
2018
Q2 		$20.7M Buy
21,896,880
+19,604,712
+855% +$183M 0.96% 18
2018
Q1 		$20.5M Buy
2,292,168
+46,608
+2% +$430K 0.98% 18
2017
Q4 		$19.8M Sell
2,245,560
-328,432
-13% -$2.82M 0.91% 23
2017
Q3 		$21.3M Sell
2,573,992
-1,040
-0% -$8.44K 1.04% 17
2017
Q2 		$20.3M Buy
2,575,032
+163,624
+7% +$1.28M 1.01% 15
2017
Q1 		$18.2M Buy
2,411,408
+2,350,576
+3,864% +$17.4M 0.93% 21
2016
Q4 		$425K Buy
+60,832
New +$421K 0.02% 347

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 $11.5B AUM 18.82% 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

Financial Counselors Inc's SCHG Position: Q4 2025 in Review

Financial Counselors Inc sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 740,237 shares — an estimated $23.6M sold.

Financial Counselors Inc first reported a position in SCHG in Q4 2016 and held it in 36 quarters. The position peaked at $55.4M in Q4 2024. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Financial Counselors Inc reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 740,237 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $23.6M.
  • Financial Counselors Inc first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 36 quarters.
  • Financial Counselors Inc's Schwab US Large-Cap Growth ETF position peaked at $55.4M in Q4 2024.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Financial Counselors Inc's 13F filing for Q4 2025, filed 3 Feb 2026.