Aspire Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aspire Wealth 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 Q3	$607K	Sell	23,292 -504	-2%	-$12.7K	0.33%	55
2024 Q2	$600K	Buy	23,796 +1,844	+8%	+$43.5K	0.34%	55
2024 Q1	$509K	Hold	21,952	–	–	0.31%	57
2023 Q4	$455K	Sell	21,952 -588	-3%	-$11.4K	0.31%	55
2023 Q3	$410K	Sell	22,540 -22,144	-50%	-$417K	0.31%	55
2023 Q2	$837K	Hold	44,684	–	–	0.63%	36
2023 Q1	$728K	Sell	44,684 -11,692	-21%	-$177K	0.59%	40
2022 Q4	$783K	Buy	56,376 +3,292	+6%	+$47.3K	0.68%	34
2022 Q3	$741K	Buy	53,084 +32,100	+153%	+$503K	0.7%	34
2022 Q2	$304K	Hold	20,984	–	–	0.28%	65
2022 Q1	$393K	Buy	20,984 +520	+3%	+$9.48K	0.31%	54
2021 Q4	$419K	Buy	+20,464	New	+$409K	0.34%	51

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

Aspire Wealth Management's SCHG Position: Q3 2024 in Review

Aspire Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.1% in Q3 2024, selling an estimated $12.7K and leaving 23,292 shares worth $607K. The position accounts for 0.33% of the portfolio, ranked #55.

Aspire Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 12 quarters since. The position peaked at $837K in Q2 2023. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

Aspire Wealth Management held 23,292 shares of Schwab US Large-Cap Growth ETF worth $607K as of Q3 2024.
Aspire Wealth Management sold 504 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $12.7K.
Schwab US Large-Cap Growth ETF made up 0.33% of Aspire Wealth Management's portfolio in Q3 2024, its #55 holding.
Aspire Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $837K in Q2 2023.
1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.