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Tiller Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tiller Private Wealth’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 		– Sell
-17,200
Closed -$549K – 68
2025
Q3 		$549K Sell
17,200
-115
-0.7% -$3.5K 0.2% 26
2025
Q2 		$506K Sell
17,315
-3,173
-15% -$83.9K 0.19% 25
2025
Q1 		$513K Buy
20,488
+500
+3% +$13.7K 0.21% 27
2024
Q4 		$557K Sell
19,988
-28
-0.1% -$766 0.24% 25
2024
Q3 		$521K Hold
20,016
– – 0.22% 27
2024
Q2 		$505K Buy
20,016
+1,896
+10% +$44.7K 0.22% 26
2024
Q1 		$420K Hold
18,120
– – 0.19% 29
2023
Q4 		$376K Hold
18,120
– – 0.19% 31
2023
Q3 		$329K Hold
18,120
– – 0.18% 34
2023
Q2 		$340K Hold
18,120
– – 0.18% 34
2023
Q1 		$295K Sell
18,120
-4,800
-21% -$72.9K 0.17% 37
2022
Q4 		$318K Hold
22,920
– – 0.19% 40
2022
Q3 		$320K Hold
22,920
– – 0.21% 38
2022
Q2 		$332K Hold
22,920
– – 0.2% 41
2022
Q1 		$429K Buy
22,920
+360
+2% +$6.57K 0.25% 31
2021
Q4 		$462K Hold
22,560
– – 0.29% 29
2021
Q3 		$418K Hold
22,560
– – 0.32% 28
2021
Q2 		$412K Hold
22,560
– – 0.44% 27
2021
Q1 		$366K Hold
22,560
– – 0.46% 21
2020
Q4 		$362K Hold
22,560
– – 0.49% 22
2020
Q3 		$325K Hold
22,560
– – 0.6% 18
2020
Q2 		$286K Hold
22,560
– – 0.58% 20
2020
Q1 		$225K Hold
22,560
– – 0.26% 28
2019
Q4 		$262K Hold
22,560
– – 0.21% 30
2019
Q3 		$237K Hold
22,560
– – 0.2% 31
2019
Q2 		$235K Hold
22,560
– – 0.2% 29
2019
Q1 		$224K Buy
+22,560
New +$213K 0.19% 30
2018
Q4 		– Sell
-24,800
Closed -$254K – 43
2018
Q3 		$254K Hold
24,800
– – 0.18% 31
2018
Q2 		$235K Hold
24,800
– – 0.16% 36
2018
Q1 		$222K Sell
24,800
-1,824
-7% -$16.8K 0.16% 36
2017
Q4 		$235K Buy
+26,624
New +$229K 0.18% 34

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Tiller Private Wealth's SCHG Position: Q4 2025 in Review

Tiller Private Wealth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2025, closing a stake of 17,200 shares — an estimated $549K sold.

Tiller Private Wealth first reported a position in SCHG in Q4 2017 and held it in 31 quarters. The position peaked at $557K in Q4 2024. 1,635 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Tiller Private Wealth reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Tiller Private Wealth sold 17,200 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $549K.
  • Tiller Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 31 quarters.
  • Tiller Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $557K in Q4 2024.
  • 1,635 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Tiller Private Wealth's 13F filing for Q4 2025, filed 14 Jan 2026.