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Transce3nd’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Transce3nd’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 		– Sell
-6,823
Closed -$199K – 945
2025
Q2 		$199K Buy
6,823
+415
+6% +$11K 0.08% 136
2025
Q1 		$160K Sell
6,408
-71,841
-92% -$1.97M 0.07% 160
2024
Q4 		$2.18M Buy
+78,249
New +$2.14M 0.74% 20

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
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Transce3nd's SCHG Position: Q3 2025 in Review

Transce3nd sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 6,823 shares — an estimated $199K sold.

Transce3nd first reported a position in SCHG in Q4 2024 and held it in 3 quarters. The position peaked at $2.18M in Q4 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Transce3nd reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Transce3nd sold 6,823 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $199K.
  • Transce3nd first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Transce3nd's Schwab US Large-Cap Growth ETF position peaked at $2.18M in Q4 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Transce3nd's 13F filing for Q3 2025, filed 12 Nov 2025.