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

Regal 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
Q3 		– Sell
-8,606
Closed -$251K – 106
2025
Q2 		$251K Buy
+8,606
New +$228K 0.02% 67

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Charles Schwab
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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

Regal Partners's SCHG Position: Q3 2025 in Review

Regal Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 8,606 shares — an estimated $251K sold.

Regal Partners first reported a position in SCHG in Q2 2025 and held it in 1 quarter. The position peaked at $251K in Q2 2025. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Regal Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Regal Partners sold 8,606 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $251K.
  • Regal Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Regal Partners's Schwab US Large-Cap Growth ETF position peaked at $251K in Q2 2025.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Regal Partners's 13F filing for Q3 2025, filed 13 Nov 2025.