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Axiom Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Axiom Advisory’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 		$2.12M Buy
84,480
+1,628
+2% +$41K 0.02% 109
2024
Q2 		$1.95M Buy
+82,852
New +$1.95M 0.02% 110

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

Axiom Advisory's SCHG Position: Q3 2024 in Review

Axiom Advisory increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2% in Q3 2024, buying an estimated $41K and bringing the position to 84,480 shares worth $2.12M. The position accounts for 0.02% of the portfolio, ranked #109.

Axiom Advisory 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.

  • Axiom Advisory held 84,480 shares of Schwab US Large-Cap Growth ETF worth $2.12M as of Q3 2024.
  • Axiom Advisory bought 1,628 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $41K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #109 holding.
  • Axiom Advisory 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 Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.