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Safeguard Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Safeguard Financial’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 		$17M Buy
678,574
+117,256
+21% +$3.21M 3.72% 6
2024
Q4 		$15.6M Sell
561,318
-16,978
-3% -$464K 3.4% 6
2024
Q3 		$15.1M Buy
578,296
+134,492
+30% +$3.38M 3.55% 6
2024
Q2 		$11.2M Buy
443,804
+37,632
+9% +$888K 3.11% 6
2024
Q1 		$9.42M Sell
406,172
-62,240
-13% -$1.38M 3.07% 7
2023
Q4 		$9.71M Buy
468,412
+12,700
+3% +$246K 3.68% 7
2023
Q3 		$8.28M Sell
455,712
-11,312
-2% -$213K 4% 6
2023
Q2 		$8.75M Sell
467,024
-8,016
-2% -$137K 4.22% 4
2023
Q1 		$7.74M Sell
475,040
-1,040
-0.2% -$15.8K 4.7% 4
2022
Q4 		$6.61M Buy
476,080
+267,284
+128% +$3.84M 4.73% 4
2022
Q3 		$2.91M Buy
208,796
+39,304
+23% +$616K 2.7% 7
2022
Q2 		$2.46M Buy
169,492
+23,540
+16% +$376K 2.93% 8
2022
Q1 		$2.73M Buy
+145,952
New +$2.66M 4.08% 6

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
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

Safeguard Financial's SCHG Position: Q1 2025 in Review

Safeguard Financial increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 21% in Q1 2025, buying an estimated $3.21M and bringing the position to 678,574 shares worth $17M. The position accounts for 3.72% of the portfolio, ranked #6.

Safeguard Financial first reported a position in SCHG in Q1 2022 and has held it in 13 quarters since. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Safeguard Financial held 678,574 shares of Schwab US Large-Cap Growth ETF worth $17M as of Q1 2025.
  • Safeguard Financial bought 117,256 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $3.21M.
  • Schwab US Large-Cap Growth ETF made up 3.72% of Safeguard Financial's portfolio in Q1 2025, its #6 holding.
  • Safeguard Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 13 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.