JPWM
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Jamison Private Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jamison Private 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
2026
Q1 		$417K Buy
14,316
+829
+6% +$25.8K 0.05% 165
2025
Q4 		$440K Buy
13,487
+1,261
+10% +$41K 0.05% 163
2025
Q3 		$390K Sell
12,226
-5,410
-31% -$165K 0.05% 171
2025
Q2 		$515K Buy
17,636
+6,046
+52% +$160K 0.07% 144
2025
Q1 		$290K Buy
11,590
+97
+0.8% +$2.66K 0.04% 177
2024
Q4 		$320K Buy
11,493
+2,757
+32% +$75.4K 0.05% 172
2024
Q3 		$228K Buy
8,736
+1,660
+23% +$41.8K 0.03% 179
2024
Q2 		$178K Buy
7,076
+2,900
+69% +$68.4K 0.03% 181
2024
Q1 		$96.8K Buy
4,176
+520
+14% +$11.5K 0.02% 217
2023
Q4 		$75.8K Buy
+3,656
New +$70.7K 0.01% 218

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return