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

JFG 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 Q3	$1.65M	Sell	51,584 -1,797	-3%	-$54.8K	0.32%	22
2025 Q2	$1.56M	Buy	53,381 +1,895	+4%	+$50.1K	0.33%	22
2025 Q1	$1.29M	Buy	51,486 +58	+0.1%	+$1.59K	0.29%	27
2024 Q4	$1.43M	Buy	51,428 +56	+0.1%	+$1.53K	0.33%	30
2024 Q3	$1.34M	Buy	51,372 +108	+0.2%	+$2.72K	0.37%	24
2024 Q2	$1.29M	Hold	51,264	–	–	0.37%	17
2024 Q1	$1.19M	Sell	51,264 -11,712	-19%	-$259K	0.32%	20
2023 Q4	$1.31M	Buy	62,976 +72	+0.1%	+$1.39K	0.38%	19
2023 Q3	$1.14M	Buy	62,904 +5,936	+10%	+$112K	0.37%	14
2023 Q2	$1.07M	Buy	56,968 +72	+0.1%	+$1.23K	0.33%	14
2023 Q1	$927K	Buy	56,896 +76	+0.1%	+$1.15K	0.32%	12
2022 Q4	$789K	Buy	+56,820	New	+$817K	0.26%	15

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

VIA

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

JFG Wealth Management's SCHG Position: Q3 2025 in Review

JFG Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.4% in Q3 2025, selling an estimated $54.8K and leaving 51,584 shares worth $1.65M. The position accounts for 0.32% of the portfolio, ranked #22.

JFG Wealth Management first reported a position in SCHG in Q4 2022 and has held it in 12 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

JFG Wealth Management held 51,584 shares of Schwab US Large-Cap Growth ETF worth $1.65M as of Q3 2025.
JFG Wealth Management sold 1,797 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $54.8K.
Schwab US Large-Cap Growth ETF made up 0.32% of JFG Wealth Management's portfolio in Q3 2025, its #22 holding.
JFG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.