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

Scott Marsh 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 Q2	$342K	Buy	+11,715	New	+$310K	0.13%	184

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

Scott Marsh Financial's SCHG Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025: 11,715 shares worth $342K. The stake represents 0.13% of the portfolio and ranks #184 among its holdings.

1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

Scott Marsh Financial held 11,715 shares of Schwab US Large-Cap Growth ETF worth $342K as of Q2 2025.
Schwab US Large-Cap Growth ETF was a new Scott Marsh Financial position in Q2 2025.
Schwab US Large-Cap Growth ETF made up 0.13% of Scott Marsh Financial's portfolio in Q2 2025, its #184 holding.
1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.