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Siligmueller & Norvid Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Siligmueller & Norvid 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
Q3 		– Sell
-68,325
Closed -$2.02M – 216
2025
Q2 		$2.02M Sell
68,325
-3,874
-5% -$102K 0.78% 32
2025
Q1 		$1.81M Sell
72,199
-5,967
-8% -$163K 0.76% 32
2024
Q4 		$2.18M Buy
+78,166
New +$2.14M 0.93% 30

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

Siligmueller & Norvid Wealth Advisors's SCHG Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 68,325 shares — an estimated $2.02M sold.

Siligmueller & Norvid Wealth Advisors first reported a position in SCHG in Q4 2024 and held it in 3 quarters. The position peaked at $2.18M in Q4 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Siligmueller & Norvid Wealth Advisors sold 68,325 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $2.02M.
  • Siligmueller & Norvid Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Siligmueller & Norvid Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $2.18M in Q4 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.