KHC
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Koesten Hirschmann & Crabtree’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Koesten Hirschmann & Crabtree’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 		– Sell
-1,451
Closed -$46.3K – 198
2025
Q3 		$46.3K Buy
1,451
+1
+0.1% +$30 0.02% 89
2025
Q2 		$42.4K Hold
1,450
– – 0.02% 90
2025
Q1 		$36.3K Hold
1,450
– – 0.02% 97
2024
Q4 		$40.4K Buy
1,450
+2
+0.1% +$55 0.02% 90
2024
Q3 		$37.8K Buy
1,448
+124
+9% +$3.12K 0.02% 93
2024
Q2 		$30.7K Hold
1,324
– – 0.02% 109
2024
Q1 		$30.7K Buy
1,324
+220
+20% +$4.87K 0.02% 109
2023
Q4 		$22.9K Hold
1,104
– – 0.02% 101
2023
Q3 		$20.1K Hold
1,104
– – 0.02% 91
2023
Q2 		$20.7K Buy
1,104
+4
+0.4% +$69 0.02% 90
2023
Q1 		$17.9K Buy
+1,100
New +$16.7K 0.01% 98

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 $377B 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
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

Koesten Hirschmann & Crabtree's SCHG Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 1,451 shares — an estimated $46.3K sold.

Koesten Hirschmann & Crabtree first reported a position in SCHG in Q1 2023 and held it in 11 quarters. The position peaked at $46.3K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 1,451 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $46.3K.
  • Koesten Hirschmann & Crabtree first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 11 quarters.
  • Koesten Hirschmann & Crabtree's Schwab US Large-Cap Growth ETF position peaked at $46.3K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.