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Wood Tarver Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wood Tarver Financial 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
-3,402
Closed -$99K – 545
2025
Q2 		$99K Hold
3,402
– – 0.03% 215
2025
Q1 		$85.2K Sell
3,402
-702
-17% -$19.2K 0.03% 218
2024
Q4 		$114K Buy
+4,104
New +$112K 0.04% 176

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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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wood Tarver Financial Group's SCHG Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2025, closing a stake of 3,402 shares — an estimated $99K sold.

Wood Tarver Financial Group first reported a position in SCHG in Q4 2024 and held it in 3 quarters. The position peaked at $114K in Q4 2024. 1,506 funds tracked by Wall St. Rank hold SCHG as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 3,402 Schwab US Large-Cap Growth ETF shares in Q3 2025, an estimated $99K.
  • Wood Tarver Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Schwab US Large-Cap Growth ETF position peaked at $114K in Q4 2024.
  • 1,506 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.