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

PrairieView 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 Q2	$11K	Hold	400	–	–	﹤0.01%	288
2025 Q1	$10K	Hold	400	–	–	﹤0.01%	283
2024 Q4	$11K	Hold	400	–	–	﹤0.01%	279
2024 Q3	$10K	Hold	400	–	–	﹤0.01%	284
2024 Q2	$10K	Hold	400	–	–	﹤0.01%	295
2024 Q1	$10K	Hold	400	–	–	﹤0.01%	284
2023 Q4	$8K	Hold	400	–	–	﹤0.01%	288
2023 Q3	$7K	Buy	+400	New	+$7.53K	﹤0.01%	304
2023 Q1	–	Sell	-2,220	Closed	-$30K	–	487
2022 Q4	$30K	Buy	+2,220	New	+$31.9K	﹤0.01%	229

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PrairieView Partners's SCHG Position: Q2 2025 in Review

PrairieView Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2025 at 400 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

PrairieView Partners first reported a position in SCHG in Q4 2022 and has held it in 9 quarters since. The position peaked at $30K in Q4 2022. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

PrairieView Partners held 400 shares of Schwab US Large-Cap Growth ETF worth $11K as of Q2 2025.
PrairieView Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2025.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of PrairieView Partners's portfolio in Q2 2025, its #288 holding.
PrairieView Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 9 quarters since.
PrairieView Partners's Schwab US Large-Cap Growth ETF position peaked at $30K in Q4 2022.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.