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Ross\Johnson & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ross\Johnson & Associates’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 		– Sell
-307
Closed -$9.8K – 357
2025
Q3 		$9.8K Buy
307
+30
+11% +$914 0.18% 32
2025
Q2 		$8.09K Buy
277
+57
+26% +$1.51K 0.17% 30
2025
Q1 		$5.5K Sell
220
-232
-51% -$6.35K 0.09% 81
2024
Q4 		$12.6K Buy
+452
New +$12.4K 0.29% 28

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
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

Ross\Johnson & Associates's SCHG Position: Q4 2025 in Review

Ross\Johnson & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 307 shares — an estimated $9.8K sold.

Ross\Johnson & Associates first reported a position in SCHG in Q4 2024 and held it in 4 quarters. The position peaked at $12.6K in Q4 2024. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Ross\Johnson & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Ross\Johnson & Associates sold 307 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $9.8K.
  • Ross\Johnson & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 4 quarters.
  • Ross\Johnson & Associates's Schwab US Large-Cap Growth ETF position peaked at $12.6K in Q4 2024.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Ross\Johnson & Associates's 13F filing for Q4 2025, filed 12 Feb 2026.