OFS
SCHG icon

Oldfather Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Oldfather Financial Services’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 		$401K Sell
12,305
-593
-5% -$19.3K 0.12% 69
2025
Q3 		$412K Buy
12,898
+1,667
+15% +$50.8K 0.13% 62
2025
Q2 		$328K Buy
11,231
+69
+0.6% +$1.82K 0.11% 61
2025
Q1 		$280K Sell
11,162
-375
-3% -$10.3K 0.11% 65
2024
Q4 		$322K Buy
11,537
+1
+0% +$27 0.12% 61
2024
Q3 		$300K Hold
11,536
– – 0.12% 59
2024
Q2 		$291K Sell
11,536
-800
-6% -$18.9K 0.12% 58
2024
Q1 		$286K Hold
12,336
– – 0.12% 59
2023
Q4 		$256K Buy
12,336
+4
+0% +$77 0.11% 57
2023
Q3 		$224K Hold
12,332
– – 0.11% 57
2023
Q2 		$231K Hold
12,332
– – 0.11% 58
2023
Q1 		$201K Buy
+12,332
New +$187K 0.1% 62

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
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

Oldfather Financial Services's SCHG Position: Q4 2025 in Review

Oldfather Financial Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.6% in Q4 2025, selling an estimated $19.3K and leaving 12,305 shares worth $401K. The position accounts for 0.12% of the portfolio, ranked #69.

Oldfather Financial Services first reported a position in SCHG in Q1 2023 and has held it in 12 quarters since. The position peaked at $412K in Q3 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Oldfather Financial Services held 12,305 shares of Schwab US Large-Cap Growth ETF worth $401K as of Q4 2025.
  • Oldfather Financial Services sold 593 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $19.3K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Oldfather Financial Services's portfolio in Q4 2025, its #69 holding.
  • Oldfather Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
  • Oldfather Financial Services's Schwab US Large-Cap Growth ETF position peaked at $412K in Q3 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.