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Hexagon Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hexagon Capital 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
Q2 		– Sell
-4,384
Closed -$110K – 1401
2025
Q1 		$110K Buy
4,384
+2
+0% +$55 0.02% 303
2024
Q4 		$122K Sell
4,382
-610
-12% -$16.7K 0.02% 286
2024
Q3 		$130K Buy
4,992
+2,580
+107% +$64.9K 0.03% 269
2024
Q2 		$60.8K Buy
+2,412
New +$56.9K 0.01% 397
2023
Q4 		– Sell
-32
Closed -$582 – 1486
2023
Q3 		$582 Hold
32
– – ﹤0.01% 1247
2023
Q2 		$600 Hold
32
– – ﹤0.01% 1242
2023
Q1 		$521 Hold
32
– – ﹤0.01% 1266
2022
Q4 		$444 Hold
32
– – ﹤0.01% 1307
2022
Q3 		$0 Sell
32
-40
-56% -$627 ﹤0.01% 1418
2022
Q2 		$1K Hold
72
– – ﹤0.01% 1119
2022
Q1 		$1K Hold
72
– – ﹤0.01% 880
2021
Q4 		$1K Hold
72
– – ﹤0.01% 820
2021
Q3 		$1K Hold
72
– – ﹤0.01% 821
2021
Q2 		$1K Hold
72
– – ﹤0.01% 783
2021
Q1 		$1K Sell
72
-80
-53% -$1.3K ﹤0.01% 719
2020
Q4 		$2K Hold
152
– – ﹤0.01% 650
2020
Q3 		$2K Buy
+152
New +$2.12K ﹤0.01% 622

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
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

Hexagon Capital Partners's SCHG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 4,384 shares — an estimated $110K sold.

Hexagon Capital Partners first reported a position in SCHG in Q3 2020 and held it in 17 quarters. The position peaked at $130K in Q3 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Hexagon Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 4,384 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $110K.
  • Hexagon Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 17 quarters.
  • Hexagon Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $130K in Q3 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.