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Hopwood Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hopwood Financial Services’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
-1,584
Closed -$50.5K – 250
2025
Q3 		$50.5K Hold
1,584
– – 0.03% 155
2025
Q2 		$46.3K Hold
1,584
– – 0.04% 157
2025
Q1 		$39.7K Hold
1,584
– – 0.03% 167
2024
Q4 		$44.1K Buy
+1,584
New +$43.3K 0.03% 162

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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

Hopwood Financial Services's SCHG Position: Q4 2025 in Review

Hopwood Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 1,584 shares — an estimated $50.5K sold.

Hopwood Financial Services first reported a position in SCHG in Q4 2024 and held it in 4 quarters. The position peaked at $50.5K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Hopwood Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Hopwood Financial Services sold 1,584 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $50.5K.
  • Hopwood Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Hopwood Financial Services's Schwab US Large-Cap Growth ETF position peaked at $50.5K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Hopwood Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.