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Marshall Financial Group (Pennsylvania)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marshall Financial Group (Pennsylvania)’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
Q3 		$33.8M Sell
1,058,587
-38,318
-3% -$1.17M 9.29% 2
2025
Q2 		$32M Sell
1,096,905
-22,113
-2% -$585K 9.59% 1
2025
Q1 		$28M Sell
1,119,018
-38,200
-3% -$1.05M 8.82% 2
2024
Q4 		$32.3M Sell
1,157,218
-27,454
-2% -$751K 9.85% 1
2024
Q3 		$30.9M Sell
1,184,672
-43,612
-4% -$1.1M 9.32% 1
2024
Q2 		$31M Buy
1,228,284
+4,700
+0.4% +$111K 10.05% 1
2024
Q1 		$28.4M Sell
1,223,584
-54,076
-4% -$1.2M 9.35% 1
2023
Q4 		$26.5M Sell
1,277,660
-17,592
-1% -$340K 9.46% 1
2023
Q3 		$23.5M Sell
1,295,252
-69,720
-5% -$1.31M 9.59% 1
2023
Q2 		$25.6M Buy
1,364,972
+1,236
+0.1% +$21.2K 9.8% 1
2023
Q1 		$22.2M Buy
1,363,736
+9,976
+0.7% +$151K 9.03% 2
2022
Q4 		$18.8M Buy
1,353,760
+146,860
+12% +$2.11M 8.08% 3
2022
Q3 		$16.8M Sell
1,206,900
-19,540
-2% -$306K 7.96% 4
2022
Q2 		$17.8M Sell
1,226,440
-15,104
-1% -$241K 8.08% 3
2022
Q1 		$23.2M Buy
1,241,544
+69,992
+6% +$1.28M 9.26% 2
2021
Q4 		$24M Buy
1,171,552
+16,712
+1% +$334K 9.29% 2
2021
Q3 		$21.4M Buy
1,154,840
+952
+0.1% +$18.1K 9% 2
2021
Q2 		$21.1M Sell
1,153,888
-44,848
-4% -$776K 8.96% 2
2021
Q1 		$19.4M Sell
1,198,736
-312
-0% -$5.08K 8.83% 2
2020
Q4 		$19.2M Sell
1,199,048
-52,816
-4% -$801K 9.43% 2
2020
Q3 		$18M Sell
1,251,864
-51,312
-4% -$715K 10.65% 2
2020
Q2 		$16.5M Sell
1,303,176
-15,320
-1% -$179K 10.98% 2
2020
Q1 		$13.1M Sell
1,318,496
-5,304
-0.4% -$60.5K 10.62% 3
2019
Q4 		$15.4M Buy
1,323,800
+63,640
+5% +$701K 10.39% 3
2019
Q3 		$13.2M Sell
1,260,160
-27,984
-2% -$295K 10.08% 5
2019
Q2 		$13.4M Buy
1,288,144
+37,904
+3% +$385K 10.22% 4
2019
Q1 		$12.4M Buy
1,250,240
+33,840
+3% +$320K 10.15% 4
2018
Q4 		$10.5M Buy
+1,216,400
New +$11.3M 9.93% 3

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SCHG Position: Q3 2025 in Review

Marshall Financial Group (Pennsylvania) reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.5% in Q3 2025, selling an estimated $1.17M and leaving 1,058,587 shares worth $33.8M. The position accounts for 9.29% of the portfolio, ranked #2.

Marshall Financial Group (Pennsylvania) first reported a position in SCHG in Q4 2018 and has held it in 28 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Marshall Financial Group (Pennsylvania) held 1,058,587 shares of Schwab US Large-Cap Growth ETF worth $33.8M as of Q3 2025.
  • Marshall Financial Group (Pennsylvania) sold 38,318 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $1.17M.
  • Schwab US Large-Cap Growth ETF made up 9.29% of Marshall Financial Group (Pennsylvania)'s portfolio in Q3 2025, its #2 holding.
  • Marshall Financial Group (Pennsylvania) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 28 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q3 2025, filed 4 Nov 2025.