WFMPM
SCHG icon

Woodley Farra Manion Portfolio Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Woodley Farra Manion Portfolio Management’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
-8,860
Closed -$222K – 121
2025
Q1 		$222K Buy
+8,860
New +$243K 0.01% 103

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 $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 $445B AUM 25.58% 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

Woodley Farra Manion Portfolio Management's SCHG Position: Q2 2025 in Review

Woodley Farra Manion Portfolio Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2025, closing a stake of 8,860 shares — an estimated $222K sold.

Woodley Farra Manion Portfolio Management first reported a position in SCHG in Q1 2025 and held it in 1 quarter. The position peaked at $222K in Q1 2025. 1,462 funds tracked by Wall St. Rank hold SCHG as of Q2 2025.

  • Woodley Farra Manion Portfolio Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 8,860 Schwab US Large-Cap Growth ETF shares in Q2 2025, an estimated $222K.
  • Woodley Farra Manion Portfolio Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Woodley Farra Manion Portfolio Management's Schwab US Large-Cap Growth ETF position peaked at $222K in Q1 2025.
  • 1,462 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2025.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q2 2025, filed 8 Aug 2025.