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

BankPlus 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
2025
Q1 		– Sell
-11,619
Closed -$324K – 103
2024
Q4 		$324K Buy
+11,619
New +$318K 0.24% 81

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Osaic Holdings
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Mariner
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BankPlus Wealth Management's SCHG Position: Q1 2025 in Review

BankPlus Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 11,619 shares — an estimated $324K sold.

BankPlus Wealth Management first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $324K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • BankPlus Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • BankPlus Wealth Management sold 11,619 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $324K.
  • BankPlus Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • BankPlus Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $324K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on BankPlus Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.