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

Bridge 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 		$4.55M Sell
174,680
-14,084
-7% -$354K 2.16% 14
2024
Q2 		$4.76M Buy
188,764
+7,724
+4% +$182K 2.34% 13
2024
Q1 		$4.2M Buy
181,040
+59,112
+48% +$1.31M 2.08% 14
2023
Q4 		$2.53M Buy
+121,928
New +$2.36M 1.27% 23

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

Bridge Advisory's SCHG Position: Q3 2024 in Review

Bridge Advisory reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.5% in Q3 2024, selling an estimated $354K and leaving 174,680 shares worth $4.55M. The position accounts for 2.16% of the portfolio, ranked #14.

Bridge Advisory first reported a position in SCHG in Q4 2023 and has held it in 4 quarters since. The position peaked at $4.76M in Q2 2024. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Bridge Advisory held 174,680 shares of Schwab US Large-Cap Growth ETF worth $4.55M as of Q3 2024.
  • Bridge Advisory sold 14,084 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $354K.
  • Schwab US Large-Cap Growth ETF made up 2.16% of Bridge Advisory's portfolio in Q3 2024, its #14 holding.
  • Bridge Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Bridge Advisory's Schwab US Large-Cap Growth ETF position peaked at $4.76M in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.