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

FSA 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
Q3 		– Sell
-25,635
Closed -$749K – 169
2025
Q2 		$749K Sell
25,635
-25,307
-50% -$669K 0.61% 57
2025
Q1 		$1.28M Buy
50,942
+4,031
+9% +$110K 1.01% 25
2024
Q4 		$1.31M Buy
46,911
+1,219
+3% +$33.3K 1.6% 12
2024
Q3 		$1.17M Sell
45,692
-5,008
-10% -$126K 1.16% 20
2024
Q2 		$1.21M Sell
50,700
-576
-1% -$13.6K 1.26% 17
2024
Q1 		$1.19M Buy
51,276
+10,492
+26% +$232K 1.27% 18
2023
Q4 		$846K Buy
+40,784
New +$789K 1.05% 27

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

FSA Advisors's SCHG Position: Q3 2025 in Review

FSA Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 25,635 shares — an estimated $749K sold.

FSA Advisors first reported a position in SCHG in Q4 2023 and held it in 7 quarters. The position peaked at $1.31M in Q4 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • FSA Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • FSA Advisors sold 25,635 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $749K.
  • FSA Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 7 quarters.
  • FSA Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.31M in Q4 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on FSA Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.