Secure Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Secure Asset 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
2026 Q1	$6.16M	Buy	211,357 +32,344	+18%	+$1.01M	0.98%	20
2025 Q4	$5.84M	Buy	179,013 +50,372	+39%	+$1.64M	0.92%	23
2025 Q3	$4.13M	Buy	128,641 +49,883	+63%	+$1.52M	0.68%	33
2025 Q2	$2.3M	Buy	78,758 +69,363	+738%	+$1.83M	0.43%	63
2025 Q1	$235K	Sell	9,395 -11,668	-55%	-$320K	0.05%	269
2024 Q4	$587K	Buy	21,063 +4,395	+26%	+$120K	0.09%	174
2024 Q3	$434K	Sell	16,668 -908	-5%	-$22.9K	0.07%	200
2024 Q2	$443K	Buy	17,576 +3,260	+23%	+$76.9K	0.08%	177
2024 Q1	$332K	Buy	+14,316	New	+$317K	0.08%	167
2023 Q4	–	Sell	-15,844	Closed	-$288K	–	243
2023 Q3	$288K	Buy	+15,844	New	+$298K	0.09%	167

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return