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Tucker Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tucker Asset 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 		$190K Buy
5,830
+3,122
+115% +$102K 0.06% 117
2025
Q3 		$86.4K Buy
2,708
+45
+2% +$1.37K 0.03% 160
2025
Q2 		$77.8K Sell
2,663
-8,390
-76% -$222K 0.02% 147
2025
Q1 		$277K Buy
11,053
+6,131
+125% +$168K 0.09% 57
2024
Q4 		$137K Buy
4,922
+34
+0.7% +$930 0.01% 193
2024
Q3 		$127K Hold
4,888
– – 0.03% 197
2024
Q2 		$123K Hold
4,888
– – 0.03% 219
2024
Q1 		$113K Buy
4,888
+736
+18% +$16.3K 0.03% 255
2023
Q4 		$86.1K Hold
4,152
– – 0.02% 244
2023
Q3 		$75.5K Buy
+4,152
New +$78.2K 0.02% 259

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

Tucker Asset Management's SCHG Position: Q4 2025 in Review

Tucker Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 115% in Q4 2025, buying an estimated $102K and bringing the position to 5,830 shares worth $190K. The position accounts for 0.06% of the portfolio, ranked #117.

Tucker Asset Management first reported a position in SCHG in Q3 2023 and has held it in 10 quarters since. The position peaked at $277K in Q1 2025. 1,629 funds tracked by Wall St. Rank hold SCHG as of Q4 2025.

  • Tucker Asset Management held 5,830 shares of Schwab US Large-Cap Growth ETF worth $190K as of Q4 2025.
  • Tucker Asset Management bought 3,122 Schwab US Large-Cap Growth ETF shares in Q4 2025, an estimated $102K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Tucker Asset Management's portfolio in Q4 2025, its #117 holding.
  • Tucker Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
  • Tucker Asset Management's Schwab US Large-Cap Growth ETF position peaked at $277K in Q1 2025.
  • 1,629 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.