WG
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Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wealth 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
Q2 		$223K Sell
7,633
-43,118
-85% -$1.14M 0.22% 80
2025
Q1 		$1.27M Buy
50,751
+10,014
+25% +$274K 0.82% 29
2024
Q4 		$1.14M Buy
40,737
+11,805
+41% +$323K 0.73% 33
2024
Q3 		$754K Buy
28,932
+12,316
+74% +$310K 0.51% 47
2024
Q2 		$419K Sell
16,616
-992
-6% -$23.4K 0.3% 81
2024
Q1 		$408K Buy
+17,608
New +$389K 0.31% 79

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

Wealth Group's SCHG Position: Q2 2025 in Review

Wealth Group reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 85% in Q2 2025, selling an estimated $1.14M and leaving 7,633 shares worth $223K. The position accounts for 0.22% of the portfolio, ranked #80.

Wealth Group first reported a position in SCHG in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.27M in Q1 2025. 1,461 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Wealth Group held 7,633 shares of Schwab US Large-Cap Growth ETF worth $223K as of Q2 2025.
  • Wealth Group sold 43,118 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $1.14M.
  • Schwab US Large-Cap Growth ETF made up 0.22% of Wealth Group's portfolio in Q2 2025, its #80 holding.
  • Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and has held it in 6 quarters since.
  • Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $1.27M in Q1 2025.
  • 1,461 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Wealth Group's 13F filing for Q2 2025, filed 19 Aug 2025.