FGC
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Financial Gravity Companies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Gravity Companies’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
Q2 		$23.9K Buy
+818
New +$21.6K ﹤0.01% 423
2024
Q4 		$557 Hold
20
– – ﹤0.01% 854
2024
Q3 		$521 Buy
+20
New +$503 ﹤0.01% 584

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Financial Gravity Companies's SCHG Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025: 818 shares worth $23.9K. The stake represents ﹤0.01% of the portfolio and ranks #423 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SCHG as recently as Q4 2024.

Financial Gravity Companies first reported a position in SCHG in Q3 2024 and has held it in 3 quarters since. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Financial Gravity Companies held 818 shares of Schwab US Large-Cap Growth ETF worth $23.9K as of Q2 2025.
  • Schwab US Large-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2025.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #423 holding.
  • Financial Gravity Companies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 3 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.