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First Horizon Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Horizon Advisors’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 		$480K Buy
16,418
+9,740
+146% +$258K 0.01% 361
2025
Q1 		$167K Buy
6,678
+6,240
+1,425% +$171K ﹤0.01% 549
2024
Q4 		$12.2K Sell
438
-4,006
-90% -$110K ﹤0.01% 1515
2024
Q3 		$116K Sell
4,444
-136
-3% -$3.42K ﹤0.01% 677
2024
Q2 		$116K Sell
4,580
-980
-18% -$23.1K ﹤0.01% 649
2024
Q1 		$129K Buy
5,560
+5,020
+930% +$111K ﹤0.01% 619
2023
Q4 		$11.2K Sell
540
-572
-51% -$11.1K ﹤0.01% 1547
2023
Q3 		$20.2K Hold
1,112
– – ﹤0.01% 1252
2023
Q2 		$20.8K Sell
1,112
-600
-35% -$10.3K ﹤0.01% 1256
2023
Q1 		$27.9K Hold
1,712
– – ﹤0.01% 1143
2022
Q4 		$23.8K Sell
1,712
-9,536
-85% -$137K ﹤0.01% 1200
2022
Q3 		$156K Sell
11,248
-7,960
-41% -$125K 0.01% 498
2022
Q2 		$278K Buy
19,208
+3,232
+20% +$51.7K 0.01% 409
2022
Q1 		$299K Sell
15,976
-1,712
-10% -$31.2K 0.02% 334
2021
Q4 		$362K Hold
17,688
– – 0.01% 400
2021
Q3 		$327K Hold
17,688
– – 0.01% 418
2021
Q2 		$322K Buy
17,688
+1,712
+11% +$29.6K 0.02% 337
2021
Q1 		$259K Hold
15,976
– – 0.02% 342
2020
Q4 		$256K Hold
15,976
– – 0.02% 299
2020
Q3 		$230K Hold
15,976
– – 0.02% 293
2020
Q2 		$203K Hold
15,976
– – 0.02% 301
2020
Q1 		$159K Sell
15,976
-2,352
-13% -$26.8K 0.01% 317
2019
Q4 		$213K Buy
18,328
+2,352
+15% +$25.9K 0.02% 329
2019
Q3 		$168K Hold
15,976
– – 0.01% 350
2019
Q2 		$166K Buy
15,976
+1,224
+8% +$12.4K 0.01% 364
2019
Q1 		$146K Sell
14,752
-2,648
-15% -$25K 0.01% 371
2018
Q4 		$150K Sell
17,400
-16
-0.1% -$149 0.01% 370
2018
Q3 		$179K Buy
17,416
+8,368
+92% +$83.4K 0.01% 384
2018
Q2 		$86K Buy
+9,048
New +$84.2K 0.01% 478
2015
Q1 		– Sell
-1,600
Closed -$10K – 1554
2014
Q4 		$10K Buy
+1,600
New +$10.1K ﹤0.01% 1039

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
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

First Horizon Advisors's SCHG Position: Q2 2025 in Review

First Horizon Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 146% in Q2 2025, buying an estimated $258K and bringing the position to 16,418 shares worth $480K. The position accounts for 0.01% of the portfolio, ranked #361.

First Horizon Advisors first reported a position in SCHG in Q4 2014 and has held it in 30 quarters since. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • First Horizon Advisors held 16,418 shares of Schwab US Large-Cap Growth ETF worth $480K as of Q2 2025.
  • First Horizon Advisors bought 9,740 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $258K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #361 holding.
  • First Horizon Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 30 quarters since.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.