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Luminist Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Luminist Capital’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
-1,495
Closed -$37.7K – 348
2025
Q1 		$37.7K Buy
+1,495
New +$40.9K 0.04% 81

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MG
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Financial Engines Advisors
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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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Luminist Capital's SCHG Position: Q2 2025 in Review

Luminist Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 1,495 shares — an estimated $37.7K sold.

Luminist Capital first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $37.7K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Luminist Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Luminist Capital sold 1,495 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $37.7K.
  • Luminist Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Luminist Capital's Schwab US Large-Cap Growth ETF position peaked at $37.7K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Luminist Capital's 13F filing for Q2 2025, filed 13 Aug 2025.