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

SageView Advisory Group’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 		$1.68M Buy
51,496
+2,012
+4% +$65.4K 0.06% 182
2025
Q3 		$1.58M Sell
49,484
-1,097
-2% -$33.4K 0.05% 196
2025
Q2 		$1.53M Buy
50,581
+786
+2% +$20.8K 0.06% 183
2025
Q1 		$1.25M Buy
49,795
+279
+0.6% +$7.64K 0.05% 198
2024
Q4 		$1.38M Buy
49,516
+668
+1% +$18.3K 0.06% 180
2024
Q3 		$1.27M Sell
48,848
-212
-0.4% -$5.33K 0.06% 162
2024
Q2 		$1.24M Buy
49,060
+5,216
+12% +$123K 0.06% 189
2024
Q1 		$304K Sell
43,844
-9,600
-18% -$212K 0.02% 410
2023
Q4 		$1.16M Sell
53,444
-58,304
-52% -$1.13M 0.05% 231
2023
Q3 		$2.03M Sell
111,748
-6,752
-6% -$127K 0.12% 109
2023
Q2 		$2.22M Buy
118,500
+67,528
+132% +$1.16M 0.12% 110
2023
Q1 		$830K Sell
50,972
-2,348
-4% -$35.6K 0.05% 235
2022
Q4 		$741K Buy
+53,320
New +$767K 0.06% 193

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

SageView Advisory Group's SCHG Position: Q4 2025 in Review

SageView Advisory Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.1% in Q4 2025, buying an estimated $65.4K and bringing the position to 51,496 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #182.

SageView Advisory Group first reported a position in SCHG in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.22M in Q2 2023. 1,630 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • SageView Advisory Group held 51,496 shares of Schwab US Large-Cap Growth ETF worth $1.68M as of Q4 2025.
  • SageView Advisory Group bought 2,012 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $65.4K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of SageView Advisory Group's portfolio in Q4 2025, its #182 holding.
  • SageView Advisory Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Schwab US Large-Cap Growth ETF position peaked at $2.22M in Q2 2023.
  • 1,630 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.