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Lord & Richards Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lord & Richards 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
Q2 		– Sell
-14,567
Closed -$365K – 138
2025
Q1 		$365K Buy
+14,567
New +$399K 0.41% 51

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Osaic Holdings
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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

Lord & Richards Wealth Management's SCHG Position: Q2 2025 in Review

Lord & Richards Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 14,567 shares — an estimated $365K sold.

Lord & Richards Wealth Management first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $365K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Lord & Richards Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Lord & Richards Wealth Management sold 14,567 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $365K.
  • Lord & Richards Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Lord & Richards Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $365K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.