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McCarthy & Cox’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

McCarthy & Cox’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
-73,453
Closed -$2.34M – 64
2025
Q3 		$2.34M Buy
73,453
+2,598
+4% +$79.2K 0.53% 22
2025
Q2 		$2.07M Buy
70,855
+60,052
+556% +$1.59M 0.54% 21
2025
Q1 		$271K Sell
10,803
-262
-2% -$7.18K 0.12% 51
2024
Q4 		$308K Buy
11,065
+1
+0% +$27 0.11% 48
2024
Q3 		$288K Hold
11,064
– – 0.11% 48
2024
Q2 		$279K Hold
11,064
– – 0.11% 44
2024
Q1 		$256K Buy
+11,064
New +$245K 0.1% 45

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

McCarthy & Cox's SCHG Position: Q4 2025 in Review

McCarthy & Cox sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 73,453 shares — an estimated $2.34M sold.

McCarthy & Cox first reported a position in SCHG in Q1 2024 and held it in 7 quarters. The position peaked at $2.34M in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • McCarthy & Cox reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • McCarthy & Cox sold 73,453 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $2.34M.
  • McCarthy & Cox first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 7 quarters.
  • McCarthy & Cox's Schwab US Large-Cap Growth ETF position peaked at $2.34M in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on McCarthy & Cox's 13F filing for Q4 2025, filed 23 Jan 2026.