Gallacher Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gallacher Capital Management’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	–	Sell	-14,335	Closed	-$359K	–	327
2025 Q1	$359K	Sell	14,335 -5,985	-29%	-$164K	0.17%	167
2024 Q4	$566K	Buy	20,320 +24	+0.1%	+$656	0.28%	74
2024 Q3	$529K	Buy	20,296 +40	+0.2%	+$1.01K	0.24%	92
2024 Q2	$511K	Hold	20,256	–	–	0.27%	86
2024 Q1	$470K	Sell	20,256 -4,720	-19%	-$104K	0.24%	95
2023 Q4	$518K	Buy	24,976 +32	+0.1%	+$619	0.29%	63
2023 Q3	$453K	Buy	24,944 +28	+0.1%	+$527	0.28%	72
2023 Q2	$467K	Buy	24,916 +32	+0.1%	+$549	0.27%	92
2023 Q1	$405K	Buy	24,884 +32	+0.1%	+$486	0.24%	105
2022 Q4	$345K	Buy	+24,852	New	+$357K	0.21%	112

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Gallacher Capital Management's SCHG Position: Q2 2025 in Review

Gallacher Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 14,335 shares — an estimated $359K sold.

Gallacher Capital Management first reported a position in SCHG in Q4 2022 and held it in 10 quarters. The position peaked at $566K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

Gallacher Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Gallacher Capital Management sold 14,335 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $359K.
Gallacher Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 10 quarters.
Gallacher Capital Management's Schwab US Large-Cap Growth ETF position peaked at $566K in Q4 2024.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Gallacher Capital Management's 13F filing for Q2 2025, filed 8 Jul 2025.