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Waters Parkerson & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Waters Parkerson & Co’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
Q2 		– Sell
-11,337
Closed -$284K – 189
2025
Q1 		$284K Buy
+11,337
New +$311K 0.02% 165

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Waters Parkerson & Co's SCHG Position: Q2 2025 in Review

Waters Parkerson & Co sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 11,337 shares — an estimated $284K sold.

Waters Parkerson & Co first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $284K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Waters Parkerson & Co reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Waters Parkerson & Co sold 11,337 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $284K.
  • Waters Parkerson & Co first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Waters Parkerson & Co's Schwab US Large-Cap Growth ETF position peaked at $284K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Waters Parkerson & Co's 13F filing for Q2 2025, filed 14 Aug 2025.