Iron Horse Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Iron Horse Wealth Management’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	$234	Hold	8	–	–	﹤0.01%	564
2025 Q1	$200	Hold	8	–	–	﹤0.01%	578
2024 Q4	$223	Hold	8	–	–	﹤0.01%	483
2024 Q3	$208	Hold	8	–	–	﹤0.01%	483
2024 Q2	$202	Hold	8	–	–	﹤0.01%	462
2024 Q1	$185	Hold	8	–	–	﹤0.01%	449
2023 Q4	$166	Hold	8	–	–	﹤0.01%	480
2023 Q3	$145	Sell	8 -16	-67%	-$301	﹤0.01%	490
2023 Q2	$450	Hold	24	–	–	﹤0.01%	287
2023 Q1	$391	Hold	24	–	–	﹤0.01%	323
2022 Q4	$0	Buy	24 +16	+200%	+$230	﹤0.01%	272
2022 Q3	$0	Sell	8 -32	-80%	-$501	﹤0.01%	254
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	232
2022 Q1	$1K	Sell	40 -1,096	-96%	-$20K	﹤0.01%	210
2021 Q4	$23K	Buy	+1,136	New	+$22.7K	0.01%	95

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Iron Horse Wealth Management's SCHG Position: Q2 2025 in Review

Iron Horse Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2025 at 8 shares worth $234. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Iron Horse Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 15 quarters since. The position peaked at $23K in Q4 2021. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

Iron Horse Wealth Management held 8 shares of Schwab US Large-Cap Growth ETF worth $234 as of Q2 2025.
Iron Horse Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2025.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #564 holding.
Iron Horse Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 15 quarters since.
Iron Horse Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $23K in Q4 2021.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.