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SFMG Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SFMG Wealth 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 		– Sell
-12,720
Closed -$319K – 298
2025
Q1 		$319K Buy
+12,720
New +$348K 0.03% 193
2021
Q3 		– Sell
-16,464
Closed -$300K – 276
2021
Q2 		$300K Buy
+16,464
New +$285K 0.03% 194

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

SFMG Wealth Advisors's SCHG Position: Q2 2025 in Review

SFMG Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 12,720 shares — an estimated $319K sold.

SFMG Wealth Advisors first reported a position in SCHG in Q2 2021 and held it in 2 quarters. The position peaked at $319K in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • SFMG Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • SFMG Wealth Advisors sold 12,720 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $319K.
  • SFMG Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 2 quarters.
  • SFMG Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $319K in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on SFMG Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.