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Baldwin Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-6,156
Closed -$160K – 858
2024
Q3 		$160K Buy
+6,156
New +$155K 0.01% 359
2023
Q4 		– Sell
-9,848
Closed -$179K – 773
2023
Q3 		$179K Buy
+9,848
New +$185K 0.02% 232
2023
Q2 		– Sell
-4,280
Closed -$69.7K – 793
2023
Q1 		$69.7K Buy
+4,280
New +$65K 0.01% 368

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baldwin Wealth Partners's SCHG Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 6,156 shares — an estimated $160K sold.

Baldwin Wealth Partners first reported a position in SCHG in Q1 2023 and held it in 3 quarters. The position peaked at $179K in Q3 2023. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 6,156 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $160K.
  • Baldwin Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 3 quarters.
  • Baldwin Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $179K in Q3 2023.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.