Angeles Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Angeles Investment Advisors’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 Q3	–	Sell	-2,216,000	Closed	-$55.9M	–	225
2024 Q2	$55.9M	Sell	2,216,000 -884,000	-29%	-$20.9M	2.85%	9
2024 Q1	$71.9M	Sell	3,100,000 -4,112,800	-57%	-$91M	3.82%	8
2023 Q4	$150M	Buy	7,212,800 +164,000	+2%	+$3.17M	9.02%	2
2023 Q3	$128M	Sell	7,048,800 -6,588,400	-48%	-$124M	10.03%	2
2023 Q2	$256M	Buy	13,637,200 +7,565,200	+125%	+$130M	21.54%	2
2023 Q1	$98.9M	Buy	+6,072,000	New	+$92.2M	8.14%	3
2021 Q4	–	Sell	-9,696	Closed	-$179K	–	261
2021 Q3	$179K	Buy	+9,696	New	+$185K	0.01%	225

Other funds holding SCHG

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

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

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

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

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

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

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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

Angeles Investment Advisors's SCHG Position: Q3 2024 in Review

Angeles Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 2,216,000 shares — an estimated $55.9M sold.

Angeles Investment Advisors first reported a position in SCHG in Q3 2021 and held it in 7 quarters. The position peaked at $256M in Q2 2023. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

Angeles Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Angeles Investment Advisors sold 2,216,000 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $55.9M.
Angeles Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and held it in 7 quarters.
Angeles Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $256M in Q2 2023.
1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Angeles Investment Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.