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GPS Wealth Strategies Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GPS Wealth Strategies Group’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 		$3.39K Sell
104
-4,165
-98% -$135K ﹤0.01% 499
2025
Q3 		$136K Buy
4,269
+201
+5% +$6.13K 0.01% 419
2025
Q2 		$119K Buy
4,068
+363
+10% +$9.6K 0.01% 427
2025
Q1 		$92.8K Buy
3,705
+551
+17% +$15.1K 0.01% 470
2024
Q4 		$87.9K Buy
3,154
+110
+4% +$3.01K 0.01% 462
2024
Q3 		$79.3K Sell
3,044
-80
-3% -$2.01K 0.01% 488
2024
Q2 		$78.7K Buy
3,124
+548
+21% +$12.9K 0.01% 436
2024
Q1 		$59.7K Buy
2,576
+4
+0.2% +$88 0.01% 474
2023
Q4 		$53.4K Buy
2,572
+1,600
+165% +$30.9K 0.01% 475
2023
Q3 		$17.7K Hold
972
– – ﹤0.01% 715
2023
Q2 		$18.2K Buy
972
+4
+0.4% +$69 ﹤0.01% 714
2023
Q1 		$15.8K Buy
+968
New +$14.7K ﹤0.01% 745
2022
Q4 		– Sell
-968
Closed -$13K – 901
2022
Q3 		$13K Buy
968
+4
+0.4% +$63 ﹤0.01% 717
2022
Q2 		$14K Hold
964
– – ﹤0.01% 698
2022
Q1 		$18K Buy
964
+4
+0.4% +$73 ﹤0.01% 612
2021
Q4 		$20K Hold
960
– – ﹤0.01% 589
2021
Q3 		$18K Hold
960
– – ﹤0.01% 592
2021
Q2 		$18K Sell
960
-312
-25% -$5.4K ﹤0.01% 614
2021
Q1 		$20K Buy
+1,272
New +$20.7K 0.01% 552

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

GPS Wealth Strategies Group's SCHG Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 98% in Q4 2025, selling an estimated $135K and leaving 104 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

GPS Wealth Strategies Group first reported a position in SCHG in Q1 2021 and has held it in 19 quarters since. The position peaked at $136K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • GPS Wealth Strategies Group held 104 shares of Schwab US Large-Cap Growth ETF worth $3.39K as of Q4 2025.
  • GPS Wealth Strategies Group sold 4,165 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $135K.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #499 holding.
  • GPS Wealth Strategies Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • GPS Wealth Strategies Group's Schwab US Large-Cap Growth ETF position peaked at $136K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.