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Significant Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Significant Wealth Partners’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
Q4 		– Sell
-13,747
Closed -$439K – 105
2025
Q3 		$439K Buy
+13,747
New +$419K 0.21% 50

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Significant Wealth Partners's SCHG Position: Q4 2025 in Review

Significant Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 13,747 shares — an estimated $439K sold.

Significant Wealth Partners first reported a position in SCHG in Q3 2025 and held it in 1 quarter. The position peaked at $439K in Q3 2025. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Significant Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Significant Wealth Partners sold 13,747 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $439K.
  • Significant Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Significant Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $439K in Q3 2025.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Significant Wealth Partners's 13F filing for Q4 2025, filed 7 Jan 2026.