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Legacy Wealth Management (Idaho)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-3,123
Closed -$78.2K – 851
2025
Q1 		$78.2K Buy
+3,123
New +$85.5K 0.06% 113

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MG
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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SCHG Position: Q2 2025 in Review

Legacy Wealth Management (Idaho) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 3,123 shares — an estimated $78.2K sold.

Legacy Wealth Management (Idaho) first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $78.2K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 3,123 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $78.2K.
  • Legacy Wealth Management (Idaho) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s Schwab US Large-Cap Growth ETF position peaked at $78.2K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2025, filed 6 Aug 2025.