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Presidio Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Presidio Capital Management’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 		– Sell
-12,177
Closed -$305K – 77
2025
Q1 		$305K Buy
12,177
+3,725
+44% +$102K 0.12% 49
2024
Q4 		$236K Hold
8,452
– – 0.13% 57
2024
Q3 		$220K Buy
+8,452
New +$213K 0.14% 61

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

Presidio Capital Management's SCHG Position: Q2 2025 in Review

Presidio Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 12,177 shares — an estimated $305K sold.

Presidio Capital Management first reported a position in SCHG in Q3 2024 and held it in 3 quarters. The position peaked at $305K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Presidio Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Presidio Capital Management sold 12,177 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $305K.
  • Presidio Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 3 quarters.
  • Presidio Capital Management's Schwab US Large-Cap Growth ETF position peaked at $305K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Presidio Capital Management's 13F filing for Q2 2025, filed 9 Jul 2025.