Smith Shellnut Wilson’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Smith Shellnut Wilson’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	$242K	Buy	+7,591	New	+$231K	0.09%	126

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Smith Shellnut Wilson's SCHG Position: Q3 2025 in Review

Smith Shellnut Wilson opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025: 7,591 shares worth $242K. The stake represents 0.09% of the portfolio and ranks #126 among its holdings.

1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

Smith Shellnut Wilson held 7,591 shares of Schwab US Large-Cap Growth ETF worth $242K as of Q3 2025.
Schwab US Large-Cap Growth ETF was a new Smith Shellnut Wilson position in Q3 2025.
Schwab US Large-Cap Growth ETF made up 0.09% of Smith Shellnut Wilson's portfolio in Q3 2025, its #126 holding.
1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.