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Ransom Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ransom Advisory’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 		$6.57K Buy
+201
New +$6.54K ﹤0.01% 368
2025
Q1 		– Sell
-201
Closed -$5.59K – 394
2024
Q4 		$5.59K Buy
201
+1
+0.5% +$27 ﹤0.01% 370
2024
Q3 		$5.24K Hold
200
– – ﹤0.01% 373
2024
Q2 		$5.06K Hold
200
– – ﹤0.01% 367
2024
Q1 		$4.65K Buy
+200
New +$4.42K ﹤0.01% 312

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 $11.5B AUM 18.82% 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
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

Ransom Advisory's SCHG Position: Q4 2025 in Review

Ransom Advisory opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025: 201 shares worth $6.57K. The stake represents ﹤0.01% of the portfolio and ranks #368 among its holdings. This is a return to the name: Ransom Advisory previously reported a position in SCHG as recently as Q4 2024.

Ransom Advisory first reported a position in SCHG in Q1 2024 and has held it in 5 quarters since. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Ransom Advisory held 201 shares of Schwab US Large-Cap Growth ETF worth $6.57K as of Q4 2025.
  • Schwab US Large-Cap Growth ETF was a new Ransom Advisory position in Q4 2025.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Ransom Advisory's portfolio in Q4 2025, its #368 holding.
  • Ransom Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Ransom Advisory's 13F filing for Q4 2025, filed 6 Jan 2026.