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Annapolis Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Annapolis Financial Services’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 		$16.3K Hold
624
– – ﹤0.01% 244
2024
Q2 		$15.8K Buy
+624
New +$14.7K 0.01% 241

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Osaic Holdings
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
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

Annapolis Financial Services's SCHG Position: Q3 2024 in Review

Annapolis Financial Services held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2024 at 624 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #244.

Annapolis Financial Services first reported a position in SCHG in Q2 2024 and has held it in 2 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Annapolis Financial Services held 624 shares of Schwab US Large-Cap Growth ETF worth $16.3K as of Q3 2024.
  • Annapolis Financial Services left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2024.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #244 holding.
  • Annapolis Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.