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

CEDRUS’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 		$782K Buy
30,008
+504
+2% +$12.7K 0.29% 70
2024
Q2 		$744K Buy
29,504
+19,896
+207% +$469K 0.37% 51
2024
Q1 		$223K Buy
+9,608
New +$213K 0.12% 140
2023
Q2 		– Sell
-21,816
Closed -$355K – 158
2023
Q1 		$355K Buy
21,816
+880
+4% +$13.4K 0.25% 87
2022
Q4 		$291K Buy
+20,936
New +$301K 0.23% 101

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $11.5B AUM 18.82% 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 $445B AUM 25.58% 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 $4.02B AUM 20% 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

CEDRUS's SCHG Position: Q3 2024 in Review

CEDRUS increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q3 2024, buying an estimated $12.7K and bringing the position to 30,008 shares worth $782K. The position accounts for 0.29% of the portfolio, ranked #70.

CEDRUS first reported a position in SCHG in Q4 2022 and has held it in 5 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • CEDRUS held 30,008 shares of Schwab US Large-Cap Growth ETF worth $782K as of Q3 2024.
  • CEDRUS bought 504 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $12.7K.
  • Schwab US Large-Cap Growth ETF made up 0.29% of CEDRUS's portfolio in Q3 2024, its #70 holding.
  • CEDRUS first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.