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

PSI 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
Q2 		– Sell
-3,812
Closed -$95.5K – 574
2025
Q1 		$95.5K Sell
3,812
-416
-10% -$11.4K 0.03% 174
2024
Q4 		$118K Hold
4,228
– – 0.04% 169
2024
Q3 		$110K Hold
4,228
– – 0.03% 180
2024
Q2 		$107K Buy
4,228
+228
+6% +$5.38K 0.03% 173
2024
Q1 		$92.7K Hold
4,000
– – 0.03% 190
2023
Q4 		$83K Hold
4,000
– – 0.03% 206
2023
Q3 		$72.7K Hold
4,000
– – 0.03% 212
2023
Q2 		$75K Hold
4,000
– – 0.03% 200
2023
Q1 		$65.2K Sell
4,000
-632
-14% -$9.59K 0.03% 194
2022
Q4 		$64.3K Hold
4,632
– – 0.03% 190
2022
Q3 		$65K Sell
4,632
-3,856
-45% -$60.4K 0.03% 197
2022
Q2 		$123K Sell
8,488
-4,592
-35% -$73.4K 0.06% 156
2022
Q1 		$245K Sell
13,080
-2,456
-16% -$44.8K 0.1% 124
2021
Q4 		$318K Sell
15,536
-544
-3% -$10.9K 0.13% 116
2021
Q3 		$297K Buy
16,080
+680
+4% +$13K 0.14% 116
2021
Q2 		$280K Hold
15,400
– – 0.15% 114
2021
Q1 		$249K Sell
15,400
-2,104
-12% -$34.2K 0.15% 115
2020
Q4 		$280K Sell
17,504
-6,560
-27% -$99.5K 0.19% 98
2020
Q3 		$346K Sell
24,064
-5,240
-18% -$73K 0.26% 77
2020
Q2 		$371K Sell
29,304
-8,160
-22% -$95.1K 0.3% 67
2020
Q1 		$373K Sell
37,464
-16,456
-31% -$188K 0.34% 59
2019
Q4 		$626K Buy
+53,920
New +$594K 0.4% 48

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

PSI Advisors's SCHG Position: Q2 2025 in Review

PSI Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 3,812 shares — an estimated $95.5K sold.

PSI Advisors first reported a position in SCHG in Q4 2019 and held it in 22 quarters. The position peaked at $626K in Q4 2019. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • PSI Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • PSI Advisors sold 3,812 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $95.5K.
  • PSI Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 22 quarters.
  • PSI Advisors's Schwab US Large-Cap Growth ETF position peaked at $626K in Q4 2019.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on PSI Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.