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Morling Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Morling Financial Advisors’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
-2,784
Closed -$69.7K – 117
2025
Q1 		$69.7K Hold
2,784
– – 0.02% 97
2024
Q4 		$77.6K Buy
+2,784
New +$76.1K 0.03% 88
2022
Q4 		– Sell
-2,512
Closed -$35K – 77
2022
Q3 		$35K Hold
2,512
– – 0.05% 61
2022
Q2 		$36K Hold
2,512
– – 0.05% 65
2022
Q1 		$47K Hold
2,512
– – 0.06% 73
2021
Q4 		$51K Buy
+2,512
New +$50.2K 0.05% 69

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

Morling Financial Advisors's SCHG Position: Q2 2025 in Review

Morling Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 2,784 shares — an estimated $69.7K sold.

Morling Financial Advisors first reported a position in SCHG in Q4 2021 and held it in 6 quarters. The position peaked at $77.6K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Morling Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Morling Financial Advisors sold 2,784 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $69.7K.
  • Morling Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
  • Morling Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $77.6K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Morling Financial Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.