Nalls Sherbakoff Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nalls Sherbakoff 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	$2.42M	Sell	74,059 -32,623	-31%	-$1.06M	1.74%	11
2025 Q3	$3.4M	Sell	106,682 -1,642	-2%	-$50K	2.3%	7
2025 Q2	$3.16M	Buy	108,324 +226	+0.2%	+$5.97K	2.3%	7
2025 Q1	$2.71M	Buy	+108,098	New	+$2.96M	2.2%	8
2023 Q4	$2.45M	Buy	118,016 +516	+0.4%	+$9.98K	2.18%	8
2023 Q3	$2.14M	Sell	117,500 -1,368	-1%	-$25.8K	2.08%	8
2023 Q2	$2.09M	Sell	118,868 -108	-0.1%	-$1.85K	2.05%	7
2023 Q1	$1.91M	Buy	+118,976	New	+$1.81M	1.9%	8
2018 Q4	$1.23M	Buy	+143,192	New	+$1.33M	1.97%	9

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Nalls Sherbakoff Group's SCHG Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q4 2025, selling an estimated $1.06M and leaving 74,059 shares worth $2.42M. The position accounts for 1.74% of the portfolio, ranked #11.

Nalls Sherbakoff Group first reported a position in SCHG in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.4M in Q3 2025. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

Nalls Sherbakoff Group held 74,059 shares of Schwab US Large-Cap Growth ETF worth $2.42M as of Q4 2025.
Nalls Sherbakoff Group sold 32,623 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $1.06M.
Schwab US Large-Cap Growth ETF made up 1.74% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #11 holding.
Nalls Sherbakoff Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab US Large-Cap Growth ETF position peaked at $3.4M in Q3 2025.
1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.