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

Guerra 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 		$13.8M Sell
430,926
-32,002
-7% -$975K 5.08% 2
2025
Q2 		$13.5M Buy
462,928
+68,083
+17% +$1.8M 6.39% 2
2025
Q1 		$9.89M Sell
394,845
-37,208
-9% -$1.02M 5.53% 4
2024
Q4 		$12M Buy
+432,053
New +$11.8M 6.68% 4

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

Guerra Advisors's SCHG Position: Q3 2025 in Review

Guerra Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 6.9% in Q3 2025, selling an estimated $975K and leaving 430,926 shares worth $13.8M. The position accounts for 5.08% of the portfolio, ranked #2.

Guerra Advisors first reported a position in SCHG in Q4 2024 and has held it in 4 quarters since. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Guerra Advisors held 430,926 shares of Schwab US Large-Cap Growth ETF worth $13.8M as of Q3 2025.
  • Guerra Advisors sold 32,002 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $975K.
  • Schwab US Large-Cap Growth ETF made up 5.08% of Guerra Advisors's portfolio in Q3 2025, its #2 holding.
  • Guerra Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.