Carlsbad Wealth Advisory Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Carlsbad Wealth Advisory Group’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
2023 Q2	$21.2M	Buy	+1,129,800	New	+$19.4M	13.65%	2

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Carlsbad Wealth Advisory Group's SCHG Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023: 1,129,800 shares worth $21.2M. The stake represents 13.65% of the portfolio and ranks #2 among its holdings.

942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

Carlsbad Wealth Advisory Group held 1,129,800 shares of Schwab US Large-Cap Growth ETF worth $21.2M as of Q2 2023.
Schwab US Large-Cap Growth ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Schwab US Large-Cap Growth ETF made up 13.65% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #2 holding.
942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.