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Future Fund LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Future Fund LLC’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
-8,813
Closed -$281K – 176
2025
Q3 		$281K Hold
8,813
– – 0.1% 167
2025
Q2 		$257K Buy
+8,813
New +$233K 0.11% 168

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LPL Financial
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Financial Engines Advisors
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Mariner
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Future Fund LLC's SCHG Position: Q4 2025 in Review

Future Fund LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 8,813 shares — an estimated $281K sold.

Future Fund LLC first reported a position in SCHG in Q2 2025 and held it in 2 quarters. The position peaked at $281K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Future Fund LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Future Fund LLC sold 8,813 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $281K.
  • Future Fund LLC first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Future Fund LLC's Schwab US Large-Cap Growth ETF position peaked at $281K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Future Fund LLC's 13F filing for Q4 2025, filed 10 Feb 2026.