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SJS Investment Consulting’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SJS Investment Consulting’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
-80
Closed -$2.01K – 1640
2025
Q1 		$2.01K Hold
80
– – ﹤0.01% 723
2024
Q4 		$2.23K Hold
80
– – ﹤0.01% 657
2024
Q3 		$2.09K Hold
80
– – ﹤0.01% 767
2024
Q2 		$2.02K Buy
+80
New +$1.89K ﹤0.01% 718

Other funds holding SCHG

Envestnet Asset Management
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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

SJS Investment Consulting's SCHG Position: Q2 2025 in Review

SJS Investment Consulting sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 80 shares — an estimated $2.01K sold.

SJS Investment Consulting first reported a position in SCHG in Q2 2024 and held it in 4 quarters. The position peaked at $2.23K in Q4 2024. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • SJS Investment Consulting reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 80 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $2.01K.
  • SJS Investment Consulting first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 4 quarters.
  • SJS Investment Consulting's Schwab US Large-Cap Growth ETF position peaked at $2.23K in Q4 2024.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.