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Alpha Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Alpha Financial Partners’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
Q4 		– Sell
-12,176
Closed -$317K – 143
2024
Q3 		$317K Buy
+12,176
New +$306K 0.23% 71

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Mariner
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APP
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Alpha Financial Partners's SCHG Position: Q4 2024 in Review

Alpha Financial Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 12,176 shares — an estimated $317K sold.

Alpha Financial Partners first reported a position in SCHG in Q3 2024 and held it in 1 quarter. The position peaked at $317K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Alpha Financial Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Alpha Financial Partners sold 12,176 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $317K.
  • Alpha Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Alpha Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $317K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Alpha Financial Partners's 13F filing for Q4 2024, filed 10 Feb 2025.