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

Semmax Financial Advisors’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 		$9.64K Hold
317
– – ﹤0.01% 262
2025
Q1 		$8.23K Hold
317
– – ﹤0.01% 246
2024
Q4 		$9.14K Sell
317
-947
-75% -$25.9K ﹤0.01% 225
2024
Q3 		$8.79K Buy
1,264
+948
+300% +$23.9K ﹤0.01% 226
2024
Q2 		$7.79K Buy
+316
New +$7.45K ﹤0.01% 250

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

Semmax Financial Advisors's SCHG Position: Q2 2025 in Review

Semmax Financial Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2025 at 317 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Semmax Financial Advisors first reported a position in SCHG in Q2 2024 and has held it in 5 quarters since. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Semmax Financial Advisors held 317 shares of Schwab US Large-Cap Growth ETF worth $9.64K as of Q2 2025.
  • Semmax Financial Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2025.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #262 holding.
  • Semmax Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 5 quarters since.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.