Mach-1 Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mach-1 Financial Group’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	–	Sell	-35,243	Closed	-$1.12M	–	418
2025 Q3	$1.12M	Buy	+35,243	New	+$1.07M	0.18%	64
2023 Q2	–	Sell	-520	Closed	-$8.47K	–	313
2023 Q1	$8.47K	Buy	+520	New	+$7.89K	0.05%	147
2022 Q4	–	Sell	-520	Closed	-$7K	–	393
2022 Q3	$7K	Hold	520	–	–	0.01%	256
2022 Q2	$7K	Buy	+520	New	+$8.31K	﹤0.01%	278

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Mach-1 Financial Group's SCHG Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 35,243 shares — an estimated $1.12M sold.

Mach-1 Financial Group first reported a position in SCHG in Q2 2022 and held it in 4 quarters. The position peaked at $1.12M in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Mach-1 Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 35,243 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $1.12M.
Mach-1 Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 4 quarters.
Mach-1 Financial Group's Schwab US Large-Cap Growth ETF position peaked at $1.12M in Q3 2025.
1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.