ORG Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

ORG Partners’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	$357K	Sell	10,938 -18,342	-63%	-$597K	0.06%	248
2025 Q3	$943K	Sell	29,280 -1,991	-6%	-$60.7K	0.17%	127
2025 Q2	$904K	Sell	31,271 -7,203	-19%	-$190K	0.19%	111
2025 Q1	$971K	Buy	38,474 +16,165	+72%	+$443K	0.24%	79
2024 Q4	$622K	Buy	22,309 +17,325	+348%	+$474K	0.08%	154
2024 Q3	$130K	Hold	4,984	–	–	0.02%	338
2024 Q2	$127K	Buy	+4,984	New	+$118K	0.02%	531
2024 Q1	–	Sell	-4,584	Closed	-$95.1K	–	981
2023 Q4	$95.1K	Hold	4,584	–	–	0.02%	410
2023 Q3	$83.3K	Hold	4,584	–	–	0.02%	438
2023 Q2	$85.9K	Buy	+4,584	New	+$78.6K	0.01%	559

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 $10B AUM 15.14% 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

ORG Partners's SCHG Position: Q4 2025 in Review

ORG Partners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 63% in Q4 2025, selling an estimated $597K and leaving 10,938 shares worth $357K. The position accounts for 0.06% of the portfolio, ranked #248.

ORG Partners first reported a position in SCHG in Q2 2023 and has held it in 10 quarters since. The position peaked at $971K in Q1 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

ORG Partners held 10,938 shares of Schwab US Large-Cap Growth ETF worth $357K as of Q4 2025.
ORG Partners sold 18,342 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $597K.
Schwab US Large-Cap Growth ETF made up 0.06% of ORG Partners's portfolio in Q4 2025, its #248 holding.
ORG Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Schwab US Large-Cap Growth ETF position peaked at $971K in Q1 2025.
1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.