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

North 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
Q4 		– Sell
-156
Closed -$4.99K – 583
2025
Q3 		$4.99K Buy
156
+1
+0.6% +$30 ﹤0.01% 443
2025
Q2 		$4.53K Hold
155
– – ﹤0.01% 448
2025
Q1 		$3.88K Buy
+155
New +$4.25K ﹤0.01% 452

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

North Capital's SCHG Position: Q4 2025 in Review

North Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 156 shares — an estimated $4.99K sold.

North Capital first reported a position in SCHG in Q1 2025 and held it in 3 quarters. The position peaked at $4.99K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • North Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 156 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $4.99K.
  • North Capital first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Schwab US Large-Cap Growth ETF position peaked at $4.99K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.