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

Litman Gregory 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 Q4	$7.05K	Buy	+216	New	+$7.03K	﹤0.01%	287
2021 Q2	–	Sell	-688	Closed	-$11K	–	170
2021 Q1	$11K	Hold	688	–	–	﹤0.01%	148
2020 Q4	$11K	Sell	688 -400	-37%	-$6.07K	﹤0.01%	149
2020 Q3	$16K	Buy	1,088 +144	+15%	+$2.01K	﹤0.01%	128
2020 Q2	$12K	Buy	944 +216	+30%	+$2.52K	﹤0.01%	127
2020 Q1	$7K	Hold	728	–	–	﹤0.01%	133
2019 Q4	$8K	Hold	728	–	–	﹤0.01%	153
2019 Q3	$8K	Hold	728	–	–	﹤0.01%	142
2019 Q2	$8K	Hold	728	–	–	﹤0.01%	159
2019 Q1	$7K	Hold	728	–	–	﹤0.01%	113
2018 Q4	$6K	Buy	728 +96	+15%	+$894	﹤0.01%	126
2018 Q3	$6K	Buy	+632	New	+$6.29K	﹤0.01%	97

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

Mather Group Chicago, Illinois $10B AUM 15.14% 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

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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