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Baker Avenue Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baker Avenue Asset 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
2023
Q3 		– Sell
-120
Closed -$2.25K – 1712
2023
Q2 		$2.25K Hold
120
– – ﹤0.01% 971
2023
Q1 		$1.96K Sell
120
-49,708
-100% -$754K ﹤0.01% 994
2022
Q4 		$692K Buy
+49,828
New +$716K 0.04% 201

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Envestnet Asset Management
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APP
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Baker Avenue Asset Management's SCHG Position: Q3 2023 in Review

Baker Avenue Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 120 shares — an estimated $2.25K sold.

Baker Avenue Asset Management first reported a position in SCHG in Q4 2022 and held it in 3 quarters. The position peaked at $692K in Q4 2022. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • Baker Avenue Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 120 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $2.25K.
  • Baker Avenue Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
  • Baker Avenue Asset Management's Schwab US Large-Cap Growth ETF position peaked at $692K in Q4 2022.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Baker Avenue Asset Management's 13F filing for Q3 2023, filed 15 Nov 2023.