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PAX Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PAX Financial Group’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
-7,492
Closed -$239K – 225
2025
Q3 		$239K Buy
+7,492
New +$228K 0.04% 209

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MG
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Charles Schwab
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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

PAX Financial Group's SCHG Position: Q4 2025 in Review

PAX Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 7,492 shares — an estimated $239K sold.

PAX Financial Group first reported a position in SCHG in Q3 2025 and held it in 1 quarter. The position peaked at $239K in Q3 2025. 1,631 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • PAX Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • PAX Financial Group sold 7,492 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $239K.
  • PAX Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • PAX Financial Group's Schwab US Large-Cap Growth ETF position peaked at $239K in Q3 2025.
  • 1,631 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on PAX Financial Group's 13F filing for Q4 2025, filed 5 Feb 2026.