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

Good Life 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 		$606K Buy
20,746
+396
+2% +$10.5K 0.04% 278
2025
Q1 		$510K Buy
20,350
+1,381
+7% +$37.8K 0.04% 296
2024
Q4 		$529K Buy
18,969
+4,237
+29% +$116K 0.04% 275
2024
Q3 		$384K Sell
14,732
-3,504
-19% -$88.2K 0.02% 405
2024
Q2 		$460K Hold
18,236
– – 0.04% 276
2024
Q1 		$423K Sell
18,236
-88
-0.5% -$1.95K 0.04% 282
2023
Q4 		$380K Buy
18,324
+20
+0.1% +$387 0.04% 286
2023
Q3 		$333K Buy
18,304
+16
+0.1% +$301 0.04% 287
2023
Q2 		$343K Buy
18,288
+180
+1% +$3.09K 0.04% 289
2023
Q1 		$295K Buy
18,108
+132
+0.7% +$2K 0.04% 297
2022
Q4 		$250K Sell
17,976
-1,136
-6% -$16.3K 0.03% 298
2022
Q3 		$267K Sell
19,112
-224
-1% -$3.51K 0.04% 269
2022
Q2 		$280K Sell
19,336
-7,720
-29% -$123K 0.04% 271
2022
Q1 		$506K Sell
27,056
-1,624
-6% -$29.6K 0.06% 200
2021
Q4 		$587K Buy
28,680
+328
+1% +$6.56K 0.07% 187
2021
Q3 		$525K Buy
28,352
+3,992
+16% +$76K 0.07% 194
2021
Q2 		$445K Buy
24,360
+416
+2% +$7.2K 0.08% 179
2021
Q1 		$388K Sell
23,944
-512
-2% -$8.33K 0.08% 191
2020
Q4 		$393K Buy
24,456
+3,120
+15% +$47.3K 0.09% 156
2020
Q3 		$308K Buy
21,336
+592
+3% +$8.25K 0.08% 174
2020
Q2 		$263K Sell
20,744
-16,824
-45% -$196K 0.08% 183
2020
Q1 		$373K Sell
37,568
-33,600
-47% -$383K 0.14% 130
2019
Q4 		$826K Buy
71,168
+2,200
+3% +$24.2K 0.23% 79
2019
Q3 		$726K Buy
68,968
+6,616
+11% +$69.7K 0.22% 83
2019
Q2 		$649K Hold
62,352
– – 0.19% 95
2019
Q1 		$617K Buy
62,352
+3,768
+6% +$35.6K 0.18% 102
2018
Q4 		$505K Buy
58,584
+8,368
+17% +$77.9K 0.16% 109
2018
Q3 		$514K Buy
50,216
+14,024
+39% +$140K 0.15% 116
2018
Q2 		$344K Buy
36,192
+7,832
+28% +$72.9K 0.11% 146
2018
Q1 		$248K Buy
+28,360
New +$261K 0.08% 178

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

Good Life Advisors's SCHG Position: Q2 2025 in Review

Good Life Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.9% in Q2 2025, buying an estimated $10.5K and bringing the position to 20,746 shares worth $606K. The position accounts for 0.04% of the portfolio, ranked #278.

Good Life Advisors first reported a position in SCHG in Q1 2018 and has held it in 30 quarters since. The position peaked at $826K in Q4 2019. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Good Life Advisors held 20,746 shares of Schwab US Large-Cap Growth ETF worth $606K as of Q2 2025.
  • Good Life Advisors bought 396 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $10.5K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Good Life Advisors's portfolio in Q2 2025, its #278 holding.
  • Good Life Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 30 quarters since.
  • Good Life Advisors's Schwab US Large-Cap Growth ETF position peaked at $826K in Q4 2019.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.