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Cambridge Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cambridge Trust’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
Q1 		– Sell
-828
Closed -$17.2K – 713
2023
Q4 		$17.2K Hold
828
– – ﹤0.01% 521
2023
Q3 		$15.1K Sell
828
-380
-31% -$7.15K ﹤0.01% 532
2023
Q2 		$22.6K Hold
1,208
– – ﹤0.01% 512
2023
Q1 		$19.7K Hold
1,208
– – ﹤0.01% 557
2022
Q4 		$17K Buy
+1,208
New +$17.4K ﹤0.01% 581

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cambridge Trust's SCHG Position: Q1 2024 in Review

Cambridge Trust sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 828 shares — an estimated $17.2K sold.

Cambridge Trust first reported a position in SCHG in Q4 2022 and held it in 5 quarters. The position peaked at $22.6K in Q2 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Cambridge Trust reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Cambridge Trust sold 828 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $17.2K.
  • Cambridge Trust first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 5 quarters.
  • Cambridge Trust's Schwab US Large-Cap Growth ETF position peaked at $22.6K in Q2 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.