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JB Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

JB Capital’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
Q3 		– Sell
-9,676
Closed -$283K – 260
2025
Q2 		$283K Buy
+9,676
New +$256K 0.01% 203

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MG
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Financial Engines Advisors
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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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

JB Capital's SCHG Position: Q3 2025 in Review

JB Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 9,676 shares — an estimated $283K sold.

JB Capital first reported a position in SCHG in Q2 2025 and held it in 1 quarter. The position peaked at $283K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • JB Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • JB Capital sold 9,676 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $283K.
  • JB Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • JB Capital's Schwab US Large-Cap Growth ETF position peaked at $283K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on JB Capital's 13F filing for Q3 2025, filed 20 Oct 2025.