Belvedere Trading
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Belvedere Trading’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Belvedere Trading’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
Q2 		– Sell
-28,800
Closed -$721K – 965
2025
Q1 		$721K Sell
28,800
-2,400
-8% -$65.7K ﹤0.01% 162
2024
Q4 		$870K Buy
31,200
+16,400
+111% +$449K ﹤0.01% 178
2024
Q3 		$385K Buy
14,800
+1,600
+12% +$40.3K ﹤0.01% 224
2024
Q2 		$333K Buy
13,200
+1,600
+14% +$37.7K ﹤0.01% 255
2024
Q1 		$269K Buy
+11,600
New +$257K ﹤0.01% 267

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Belvedere Trading's SCHG Position: Q4 2024 in Review

Belvedere Trading sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 4,768 shares — an estimated $130K sold.

Belvedere Trading first reported a position in SCHG in Q1 2024 and held it in 3 quarters. The position peaked at $221K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Belvedere Trading reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Belvedere Trading sold 4,768 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $130K.
  • Belvedere Trading first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 3 quarters.
  • Belvedere Trading's Schwab US Large-Cap Growth ETF position peaked at $221K in Q2 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Belvedere Trading's 13F filing for Q4 2024, filed 31 Jan 2025.