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

Francis Financial’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
Q1 		– Sell
-8,888
Closed -$248K – 97
2024
Q4 		$248K Hold
8,888
– – 0.06% 85
2024
Q3 		$231K Buy
+8,888
New +$224K 0.06% 87

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Francis Financial's SCHG Position: Q1 2025 in Review

Francis Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 8,888 shares — an estimated $248K sold.

Francis Financial first reported a position in SCHG in Q3 2024 and held it in 2 quarters. The position peaked at $248K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Francis Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Francis Financial sold 8,888 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $248K.
  • Francis Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 2 quarters.
  • Francis Financial's Schwab US Large-Cap Growth ETF position peaked at $248K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Francis Financial's 13F filing for Q1 2025, filed 13 May 2025.