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My Legacy Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

My Legacy 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 		$476K Buy
16,174
+4,067
+34% +$108K 0.17% 142
2025
Q1 		$303K Sell
12,107
-4,457
-27% -$122K 0.12% 171
2024
Q4 		$467K Buy
16,564
+1,728
+12% +$47.3K 0.18% 137
2024
Q3 		$386K Sell
14,836
-26,640
-64% -$670K 0.15% 154
2024
Q2 		$1.05M Sell
41,476
-4,028
-9% -$95K 0.33% 83
2024
Q1 		$1.05M Sell
45,504
-1,500
-3% -$33.2K 0.35% 78
2023
Q4 		$983K Sell
47,004
-21,464
-31% -$415K 0.35% 83
2023
Q3 		$1.26M Sell
68,468
-2,612
-4% -$49.2K 0.51% 51
2023
Q2 		$1.36M Buy
71,080
+2,312
+3% +$39.6K 0.53% 48
2023
Q1 		$1.11M Sell
68,768
-152
-0.2% -$2.31K 0.48% 68
2022
Q4 		$1.09M Buy
68,920
+1,152
+2% +$16.6K 0.46% 70
2022
Q3 		$924K Sell
67,768
-12,292
-15% -$193K 0.47% 65
2022
Q2 		$1.2M Buy
80,060
+6,860
+9% +$110K 0.6% 39
2022
Q1 		$1.37M Buy
+73,200
New +$1.33M 0.64% 35

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

My Legacy Advisors's SCHG Position: Q2 2025 in Review

My Legacy Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 34% in Q2 2025, buying an estimated $108K and bringing the position to 16,174 shares worth $476K. The position accounts for 0.17% of the portfolio, ranked #142.

My Legacy Advisors first reported a position in SCHG in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q1 2022. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • My Legacy Advisors held 16,174 shares of Schwab US Large-Cap Growth ETF worth $476K as of Q2 2025.
  • My Legacy Advisors bought 4,067 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $108K.
  • Schwab US Large-Cap Growth ETF made up 0.17% of My Legacy Advisors's portfolio in Q2 2025, its #142 holding.
  • My Legacy Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.37M in Q1 2022.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.