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

Lindenwold 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
Q1 		– Sell
-49,450
Closed -$1.38M – 115
2024
Q4 		$1.38M Buy
+49,450
New +$1.35M 0.74% 42
2023
Q1 		– Sell
-15,880
Closed -$221K – 117
2022
Q4 		$221K Buy
+15,880
New +$228K 0.15% 109

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lindenwold Advisors's SCHG Position: Q1 2025 in Review

Lindenwold Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 49,450 shares — an estimated $1.38M sold.

Lindenwold Advisors first reported a position in SCHG in Q4 2022 and held it in 2 quarters. The position peaked at $1.38M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Lindenwold Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 49,450 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $1.38M.
  • Lindenwold Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Lindenwold Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.38M in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.