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Sabal Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sabal Trust’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
Q1 		$767K Hold
30,644
– – 0.04% 162
2024
Q4 		$854K Sell
30,644
-5,200
-15% -$142K 0.05% 158
2024
Q3 		$934K Hold
35,844
– – 0.05% 140
2024
Q2 		$904K Hold
35,844
– – 0.05% 135
2024
Q1 		$831K Hold
35,844
– – 0.05% 134
2023
Q4 		$743K Hold
35,844
– – 0.05% 134
2023
Q3 		$652K Sell
35,844
-560
-2% -$10.5K 0.04% 128
2023
Q2 		$682K Buy
+36,404
New +$624K 0.04% 129

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sabal Trust's SCHG Position: Q1 2025 in Review

Sabal Trust held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2025 at 30,644 shares worth $767K. The position accounts for 0.04% of the portfolio, ranked #162.

Sabal Trust first reported a position in SCHG in Q2 2023 and has held it in 8 quarters since. The position peaked at $934K in Q3 2024. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Sabal Trust held 30,644 shares of Schwab US Large-Cap Growth ETF worth $767K as of Q1 2025.
  • Sabal Trust left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2025.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Sabal Trust's portfolio in Q1 2025, its #162 holding.
  • Sabal Trust first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 8 quarters since.
  • Sabal Trust's Schwab US Large-Cap Growth ETF position peaked at $934K in Q3 2024.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.