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Thompson Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Thompson Investment 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
Q1 		– Sell
-104
Closed -$2.9K – 497
2024
Q4 		$2.9K Hold
104
– – ﹤0.01% 438
2024
Q3 		$2.71K Sell
104
-400
-79% -$10.1K ﹤0.01% 437
2024
Q2 		$12.7K Sell
504
-1,564
-76% -$36.9K ﹤0.01% 371
2024
Q1 		$47.9K Buy
2,068
+504
+32% +$11.1K 0.01% 264
2023
Q4 		$32.4K Buy
+1,564
New +$30.3K 0.01% 263

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thompson Investment Management's SCHG Position: Q1 2025 in Review

Thompson Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 104 shares — an estimated $2.9K sold.

Thompson Investment Management first reported a position in SCHG in Q4 2023 and held it in 5 quarters. The position peaked at $47.9K in Q1 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Thompson Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Thompson Investment Management sold 104 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $2.9K.
  • Thompson Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Thompson Investment Management's Schwab US Large-Cap Growth ETF position peaked at $47.9K in Q1 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Thompson Investment Management's 13F filing for Q1 2025, filed 15 Apr 2025.