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New Century Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New Century Financial 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 		– Sell
-22,220
Closed -$709K – 48
2025
Q3 		$709K Buy
22,220
+9,747
+78% +$297K 1.26% 34
2025
Q2 		$364K Sell
12,473
-20,020
-62% -$529K 0.43% 58
2025
Q1 		$814K Buy
32,493
+1,623
+5% +$44.5K 0.94% 27
2024
Q4 		$874K Sell
30,870
-3,826
-11% -$105K 0.37% 70
2024
Q3 		$904K Buy
34,696
+5,148
+17% +$130K 0.33% 84
2024
Q2 		$745K Buy
+29,548
New +$697K 0.32% 92

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

New Century Financial Group's SCHG Position: Q4 2025 in Review

New Century Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 22,220 shares — an estimated $709K sold.

New Century Financial Group first reported a position in SCHG in Q2 2024 and held it in 6 quarters. The position peaked at $904K in Q3 2024. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • New Century Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 22,220 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $709K.
  • New Century Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
  • New Century Financial Group's Schwab US Large-Cap Growth ETF position peaked at $904K in Q3 2024.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.