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

Washington Trust’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
-7,180
Closed -$210K – 278
2025
Q2 		$210K Hold
7,180
– – 0.01% 255
2025
Q1 		$180K Sell
7,180
-160
-2% -$4.38K 0.01% 260
2024
Q4 		$205K Hold
7,340
– – 0.01% 263
2024
Q3 		$191K Sell
7,340
-948
-11% -$23.9K 0.01% 286
2024
Q2 		$209K Buy
8,288
+6,528
+371% +$154K 0.01% 279
2024
Q1 		$40.8K Sell
1,760
-140
-7% -$3.1K ﹤0.01% 478
2023
Q4 		$39.4K Sell
1,900
-220
-10% -$4.26K ﹤0.01% 461
2023
Q3 		$38.5K Hold
2,120
– – ﹤0.01% 429
2023
Q2 		$39.7K Hold
2,120
– – ﹤0.01% 450
2023
Q1 		$34.5K Hold
2,120
– – ﹤0.01% 472
2022
Q4 		$29.4K Hold
2,120
– – ﹤0.01% 493
2022
Q3 		$30K Sell
2,120
-140
-6% -$2.19K ﹤0.01% 473
2022
Q2 		$33K Hold
2,260
– – ﹤0.01% 471
2022
Q1 		$42K Sell
2,260
-60
-3% -$1.09K ﹤0.01% 455
2021
Q4 		$47K Sell
2,320
-80
-3% -$1.6K ﹤0.01% 451
2021
Q3 		$44K Hold
2,400
– – ﹤0.01% 551
2021
Q2 		$44K Hold
2,400
– – ﹤0.01% 554
2021
Q1 		$39K Hold
2,400
– – ﹤0.01% 554
2020
Q4 		$39K Hold
2,400
– – ﹤0.01% 540
2020
Q3 		$35K Hold
2,400
– – ﹤0.01% 513
2020
Q2 		$30K Sell
2,400
-2,720
-53% -$31.7K ﹤0.01% 485
2020
Q1 		$51K Buy
+5,120
New +$58.4K ﹤0.01% 384
2018
Q3 		– Sell
-2,400
Closed -$23K – 692
2018
Q2 		$23K Buy
+2,400
New +$22.3K ﹤0.01% 552

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Washington Trust's SCHG Position: Q3 2025 in Review

Washington Trust sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 7,180 shares — an estimated $210K sold.

Washington Trust first reported a position in SCHG in Q2 2018 and held it in 23 quarters. The position peaked at $210K in Q2 2025. 1,511 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Washington Trust reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Washington Trust sold 7,180 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $210K.
  • Washington Trust first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 23 quarters.
  • Washington Trust's Schwab US Large-Cap Growth ETF position peaked at $210K in Q2 2025.
  • 1,511 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

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