Alaska Permanent Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Alaska Permanent Capital 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
2024 Q2	–	Sell	-21,596	Closed	-$501K	–	40
2024 Q1	$501K	Sell	21,596 -28,000	-56%	-$619K	0.04%	32
2023 Q4	$1.03M	Sell	49,596 -47,196	-49%	-$913K	0.09%	31
2023 Q3	$1.76M	Hold	96,792	–	–	0.16%	25
2023 Q2	$1.81M	Buy	+96,792	New	+$1.66M	0.15%	24

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Alaska Permanent Capital Management's SCHG Position: Q2 2024 in Review

Alaska Permanent Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 21,596 shares — an estimated $501K sold.

Alaska Permanent Capital Management first reported a position in SCHG in Q2 2023 and held it in 4 quarters. The position peaked at $1.81M in Q2 2023. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

Alaska Permanent Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
Alaska Permanent Capital Management sold 21,596 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $501K.
Alaska Permanent Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
Alaska Permanent Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.81M in Q2 2023.
1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Alaska Permanent Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.