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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Litman Gregory Wealth Management's SCHG Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025: 216 shares worth $7.05K. The stake represents ﹤0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in SCHG as recently as Q1 2021.

Litman Gregory Wealth Management first reported a position in SCHG in Q3 2018 and has held it in 12 quarters since. The position peaked at $16K in Q3 2020. 1,639 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Litman Gregory Wealth Management held 216 shares of Schwab US Large-Cap Growth ETF worth $7.05K as of Q4 2025.
Schwab US Large-Cap Growth ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #287 holding.
Litman Gregory Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 12 quarters since.
Litman Gregory Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $16K in Q3 2020.
1,639 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.