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Paragon Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paragon Advisors’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
-9,460
Closed -$276K – 84
2025
Q2 		$276K Buy
9,460
+705
+8% +$18.6K 0.07% 71
2025
Q1 		$219K Buy
+8,755
New +$240K 0.08% 80
2020
Q4 		– Sell
-39,352
Closed -$567K – 94
2020
Q3 		$567K Buy
39,352
+256
+0.7% +$3.57K 0.38% 70
2020
Q2 		$496K Buy
39,096
+80
+0.2% +$933 0.4% 74
2020
Q1 		$388K Buy
39,016
+1,760
+5% +$20.1K 0.52% 40
2019
Q4 		$445K Buy
+37,256
New +$411K 0.48% 41

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

Paragon Advisors's SCHG Position: Q3 2025 in Review

Paragon Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 9,460 shares — an estimated $276K sold.

Paragon Advisors first reported a position in SCHG in Q4 2019 and held it in 6 quarters. The position peaked at $567K in Q3 2020. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Paragon Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Paragon Advisors sold 9,460 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $276K.
  • Paragon Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 6 quarters.
  • Paragon Advisors's Schwab US Large-Cap Growth ETF position peaked at $567K in Q3 2020.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Paragon Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.