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Von Berge Wealth Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Von Berge Wealth Management Group’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
-179,350
Closed -$5.32M – 37
2025
Q2 		$5.32M Sell
179,350
-4,581
-2% -$121K 2.99% 9
2025
Q1 		$4.58M Buy
183,931
+333
+0.2% +$9.12K 2.96% 9
2024
Q4 		$5.24M Sell
183,598
-578,702
-76% -$15.8M 3.17% 9
2024
Q3 		$5.18M Buy
762,300
+541,568
+245% +$13.6M 3.2% 9
2024
Q2 		$5.61M Sell
220,732
-1,152
-0.5% -$27.2K 3.57% 9
2024
Q1 		$5.14M Buy
221,884
+15,152
+7% +$335K 3.31% 9
2023
Q4 		$4.32M Sell
206,732
-28,920
-12% -$559K 3.32% 9
2023
Q3 		$4.28M Sell
235,652
-10,924
-4% -$206K 3.66% 9
2023
Q2 		$4.62M Sell
246,576
-340
-0.1% -$5.83K 3.83% 9
2023
Q1 		$4.03M Sell
246,916
-1,436
-0.6% -$21.8K 3.6% 9
2022
Q4 		$3.8M Buy
248,352
+6,068
+3% +$87.2K 3.42% 9
2022
Q3 		$3.38M Buy
242,284
+9,648
+4% +$151K 3.59% 8
2022
Q2 		$3.43M Buy
232,636
+25,632
+12% +$410K 3.56% 8
2022
Q1 		$3.63M Buy
207,004
+3,420
+2% +$62.4K 3.31% 9
2021
Q4 		$3.79M Buy
+203,584
New +$4.07M 3.5% 8

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 $11.5B AUM 18.82% 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

Von Berge Wealth Management Group's SCHG Position: Q3 2025 in Review

Von Berge Wealth Management Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 179,350 shares — an estimated $5.32M sold.

Von Berge Wealth Management Group first reported a position in SCHG in Q4 2021 and held it in 15 quarters. The position peaked at $5.61M in Q2 2024. 1,507 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Von Berge Wealth Management Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 179,350 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $5.32M.
  • Von Berge Wealth Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 15 quarters.
  • Von Berge Wealth Management Group's Schwab US Large-Cap Growth ETF position peaked at $5.61M in Q2 2024.
  • 1,507 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Von Berge Wealth Management Group's 13F filing for Q3 2025.