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Stark Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stark Wealth Management’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 		$895K Buy
27,424
+1,223
+5% +$39.8K 3.36% 12
2025
Q3 		$836K Sell
26,201
-10,962
-29% -$334K 3.83% 7
2025
Q2 		$1.06M Buy
37,163
+8,986
+32% +$238K 1.52% 15
2025
Q1 		$706K Sell
28,177
-627,402
-96% -$17.2M 7.27% 2
2024
Q4 		$18.3M Buy
+655,579
New +$17.9M 13.45% 1

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
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Stark Wealth Management's SCHG Position: Q4 2025 in Review

Stark Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q4 2025, buying an estimated $39.8K and bringing the position to 27,424 shares worth $895K. The position accounts for 3.36% of the portfolio, ranked #12.

Stark Wealth Management first reported a position in SCHG in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.3M in Q4 2024. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Stark Wealth Management held 27,424 shares of Schwab US Large-Cap Growth ETF worth $895K as of Q4 2025.
  • Stark Wealth Management bought 1,223 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $39.8K.
  • Schwab US Large-Cap Growth ETF made up 3.36% of Stark Wealth Management's portfolio in Q4 2025, its #12 holding.
  • Stark Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • Stark Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $18.3M in Q4 2024.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Stark Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.