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HWG Holdings’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HWG Holdings’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
-814
Closed -$20.4K – 116
2025
Q1 		$20.4K Buy
+814
New +$22.3K 0.01% 95
2024
Q3 		– Sell
-7,348
Closed -$185K – 107
2024
Q2 		$185K Buy
+7,348
New +$173K 0.07% 38

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

HWG Holdings's SCHG Position: Q2 2025 in Review

HWG Holdings sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 814 shares — an estimated $20.4K sold.

HWG Holdings first reported a position in SCHG in Q2 2024 and held it in 2 quarters. The position peaked at $185K in Q2 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • HWG Holdings reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • HWG Holdings sold 814 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $20.4K.
  • HWG Holdings first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • HWG Holdings's Schwab US Large-Cap Growth ETF position peaked at $185K in Q2 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on HWG Holdings's 13F filing for Q2 2025, filed 10 Jul 2025.