MWMDPGFG
SCHG icon

MLG Wealth Management DBA Pine Grove Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MLG Wealth Management DBA Pine Grove Financial Group’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 		$255K Buy
+7,802
New +$254K 0.03% 167

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
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

MLG Wealth Management DBA Pine Grove Financial Group's SCHG Position: Q4 2025 in Review

MLG Wealth Management DBA Pine Grove Financial Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025: 7,802 shares worth $255K. The stake represents 0.03% of the portfolio and ranks #167 among its holdings.

1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • MLG Wealth Management DBA Pine Grove Financial Group held 7,802 shares of Schwab US Large-Cap Growth ETF worth $255K as of Q4 2025.
  • Schwab US Large-Cap Growth ETF was a new MLG Wealth Management DBA Pine Grove Financial Group position in Q4 2025.
  • Schwab US Large-Cap Growth ETF made up 0.03% of MLG Wealth Management DBA Pine Grove Financial Group's portfolio in Q4 2025, its #167 holding.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on MLG Wealth Management DBA Pine Grove Financial Group's 13F filing for Q4 2025, filed 25 Aug 2026.