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Hamilton Point Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hamilton Point Investment 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
Q4 		– Sell
-712
Closed -$22.7K – 195
2025
Q3 		$22.7K Hold
712
– – ﹤0.01% 151
2025
Q2 		$20.8K Hold
712
– – ﹤0.01% 151
2025
Q1 		$17.8K Buy
+712
New +$19.5K ﹤0.01% 146

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
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

Hamilton Point Investment Advisors's SCHG Position: Q4 2025 in Review

Hamilton Point Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 712 shares — an estimated $22.7K sold.

Hamilton Point Investment Advisors first reported a position in SCHG in Q1 2025 and held it in 3 quarters. The position peaked at $22.7K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Hamilton Point Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 712 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $22.7K.
  • Hamilton Point Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • Hamilton Point Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $22.7K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Hamilton Point Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.