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NewSquare Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

NewSquare Capital’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
Q3 		– Sell
-1
Closed -$42 – 1038
2025
Q2 		$42 Hold
1
– – ﹤0.01% 1287
2025
Q1 		$36 Hold
1
– – ﹤0.01% 1150
2024
Q4 		$40 Buy
+1
New +$27 ﹤0.01% 903
2024
Q3 		– Hold
0
– – – 320
2024
Q2 		– Sell
-4
Closed -$94 – 332
2024
Q1 		$78 Hold
4
– – ﹤0.01% 415
2023
Q4 		$70 Sell
4
-8
-67% -$155 ﹤0.01% 474
2023
Q3 		$207 Hold
12
– – ﹤0.01% 552
2023
Q2 		$213 Hold
12
– – ﹤0.01% 754
2023
Q1 		$185 Hold
12
– – ﹤0.01% 797
2022
Q4 		$158 Hold
12
– – ﹤0.01% 748
2022
Q3 		$0 Hold
12
– – ﹤0.01% 471
2022
Q2 		$0 Hold
12
– – ﹤0.01% 415
2022
Q1 		$0 Sell
12
-3,828
-100% -$69.8K ﹤0.01% 454
2021
Q4 		$79K Buy
3,840
+3,832
+47,900% +$76.6K 0.01% 189
2021
Q3 		$0 Hold
8
– – ﹤0.01% 379
2021
Q2 		$0 Hold
8
– – ﹤0.01% 371
2021
Q1 		$0 Hold
8
– – ﹤0.01% 356
2020
Q4 		$0 Hold
8
– – ﹤0.01% 373
2020
Q3 		$0 Hold
8
– – ﹤0.01% 390
2020
Q2 		$0 Sell
8
-1,416
-99% -$16.5K ﹤0.01% 432
2020
Q1 		$14K Buy
1,424
+1,416
+17,700% +$16.2K ﹤0.01% 225
2019
Q4 		$0 Sell
8
-8
-50% -$88 ﹤0.01% 327
2019
Q3 		$0 Sell
16
-1,792
-99% -$18.9K ﹤0.01% 340
2019
Q2 		$19K Hold
1,808
– – ﹤0.01% 217
2019
Q1 		$18K Buy
1,808
+408
+29% +$3.86K ﹤0.01% 208
2018
Q4 		$12K Buy
1,400
+8
+0.6% +$75 ﹤0.01% 218
2018
Q3 		$14K Hold
1,392
– – ﹤0.01% 225
2018
Q2 		$14K Buy
+1,392
New +$13K ﹤0.01% 229

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

NewSquare Capital's SCHG Position: Q3 2025 in Review

NewSquare Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 1 share — an estimated $42 sold.

NewSquare Capital first reported a position in SCHG in Q2 2018 and held it in 27 quarters. The position peaked at $79K in Q4 2021. 1,510 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • NewSquare Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • NewSquare Capital sold 1 Schwab US Large-Cap Growth ETF share in Q3 2025, an estimated $42.
  • NewSquare Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 27 quarters.
  • NewSquare Capital's Schwab US Large-Cap Growth ETF position peaked at $79K in Q4 2021.
  • 1,510 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.