Scissortail Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Scissortail Wealth Management’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	–	Sell	-136,075	Closed	-$3.79M	–	125
2024 Q4	$3.79M	Buy	136,075 +135,459	+21,990%	+$3.7M	0.97%	38
2024 Q3	$3.49M	Sell	616 -136,636	-100%	-$3.44M	0.85%	42
2024 Q2	$3.46M	Buy	137,252 +1,104	+0.8%	+$26K	0.88%	40
2024 Q1	$3.16M	Buy	+136,148	New	+$3.01M	0.83%	42
2022 Q4	–	Sell	-123,960	Closed	-$1.72M	–	161
2022 Q3	$1.72M	Buy	+123,960	New	+$1.94M	0.9%	35

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Scissortail Wealth Management's SCHG Position: Q1 2025 in Review

Scissortail Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 136,075 shares — an estimated $3.79M sold.

Scissortail Wealth Management first reported a position in SCHG in Q3 2022 and held it in 5 quarters. The position peaked at $3.79M in Q4 2024. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

Scissortail Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Scissortail Wealth Management sold 136,075 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $3.79M.
Scissortail Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 5 quarters.
Scissortail Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.79M in Q4 2024.
1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Scissortail Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.