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Heritage Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Partners’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
Q1 		$374K Buy
14,937
+17
+0.1% +$466 0.57% 37
2024
Q4 		$416K Buy
14,920
+16
+0.1% +$438 0.52% 38
2024
Q3 		$388K Buy
14,904
+32
+0.2% +$805 0.46% 43
2024
Q2 		$375K Buy
+14,872
New +$351K 0.54% 38

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Wealth Partners's SCHG Position: Q1 2025 in Review

Heritage Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q1 2025, buying an estimated $466 and bringing the position to 14,937 shares worth $374K. The position accounts for 0.57% of the portfolio, ranked #37.

Heritage Wealth Partners first reported a position in SCHG in Q2 2024 and has held it in 4 quarters since. The position peaked at $416K in Q4 2024. 1,380 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Heritage Wealth Partners held 14,937 shares of Schwab US Large-Cap Growth ETF worth $374K as of Q1 2025.
  • Heritage Wealth Partners bought 17 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $466.
  • Schwab US Large-Cap Growth ETF made up 0.57% of Heritage Wealth Partners's portfolio in Q1 2025, its #37 holding.
  • Heritage Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 4 quarters since.
  • Heritage Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $416K in Q4 2024.
  • 1,380 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Heritage Wealth Partners's 13F filing for Q1 2025, filed 14 May 2025.