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LGT Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LGT Financial Advisors’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
-12,979
Closed -$414K – 348
2025
Q3 		$414K Buy
12,979
+250
+2% +$7.62K 0.89% 26
2025
Q2 		$372K Buy
12,729
+480
+4% +$12.7K 0.94% 24
2025
Q1 		$307K Sell
12,249
-92
-0.7% -$2.52K 0.94% 27
2024
Q4 		$344K Sell
12,341
-5,015
-29% -$137K 0.76% 23
2024
Q3 		$452K Buy
17,356
+152
+0.9% +$3.83K 1.12% 19
2024
Q2 		$434K Sell
17,204
-14,848
-46% -$350K 0.92% 22
2024
Q1 		$743K Sell
32,052
-3,592
-10% -$79.4K 0.86% 19
2023
Q4 		$739K Sell
35,644
-2,164
-6% -$41.9K 0.9% 19
2023
Q3 		$687K Sell
37,808
-7,544
-17% -$142K 0.87% 21
2023
Q2 		$850K Buy
+45,352
New +$778K 0.9% 37
2023
Q1 		– Sell
-356
Closed -$4.97K – 173
2022
Q4 		$4.97K Buy
+356
New +$5.12K 0.01% 165

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 $11.5B AUM 18.82% 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

LGT Financial Advisors's SCHG Position: Q4 2025 in Review

LGT Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 12,979 shares — an estimated $414K sold.

LGT Financial Advisors first reported a position in SCHG in Q4 2022 and held it in 11 quarters. The position peaked at $850K in Q2 2023. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • LGT Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 12,979 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $414K.
  • LGT Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 11 quarters.
  • LGT Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $850K in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.