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

Pineridge 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 		$51.2K Buy
1,604
+170
+12% +$5.18K 0.01% 102
2025
Q2 		$41.9K Buy
1,434
+1
+0.1% +$26 0.02% 115
2025
Q1 		$35.9K Sell
1,433
-324
-18% -$8.87K 0.01% 127
2024
Q4 		$49K Buy
1,757
+821
+88% +$22.5K 0.02% 135
2024
Q3 		$24.4K Buy
936
+8
+0.9% +$201 0.01% 197
2024
Q2 		$23.4K Sell
928
-616
-40% -$14.5K 0.01% 197
2024
Q1 		$35.8K Buy
1,544
+484
+46% +$10.7K 0.01% 162
2023
Q4 		$21.9K Buy
+1,060
New +$20.5K 0.01% 253

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

Pineridge Advisors's SCHG Position: Q3 2025 in Review

Pineridge Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 12% in Q3 2025, buying an estimated $5.18K and bringing the position to 1,604 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #102.

Pineridge Advisors first reported a position in SCHG in Q4 2023 and has held it in 8 quarters since. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Pineridge Advisors held 1,604 shares of Schwab US Large-Cap Growth ETF worth $51.2K as of Q3 2025.
  • Pineridge Advisors bought 170 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $5.18K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Pineridge Advisors's portfolio in Q3 2025, its #102 holding.
  • Pineridge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.