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Cetera Advisor Networks’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cetera Advisor Networks’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 		$81.2M Buy
3,501,660
+269,644
+8% +$5.96M 0.4% 45
2023
Q4 		$67M Buy
3,232,016
+20,376
+0.6% +$394K 0.37% 52
2023
Q3 		$58.4M Buy
3,211,640
+22,884
+0.7% +$431K 0.37% 56
2023
Q2 		$59.7M Buy
3,188,756
+300,376
+10% +$5.15M 0.42% 42
2023
Q1 		$47.1M Buy
2,888,380
+328,072
+13% +$4.98M 0.35% 52
2022
Q4 		$35.6M Buy
2,560,308
+477,092
+23% +$6.86M 0.29% 71
2022
Q3 		$29.1M Buy
2,083,216
+108,692
+6% +$1.7M 0.36% 51
2022
Q2 		$28.6M Sell
1,974,524
-74,396
-4% -$1.19M 0.37% 47
2022
Q1 		$38.3M Sell
2,048,920
-21,968
-1% -$401K 0.47% 36
2021
Q4 		$42.4M Buy
2,070,888
+60,520
+3% +$1.21M 0.52% 23
2021
Q3 		$37.2M Sell
2,010,368
-23,640
-1% -$450K 0.5% 26
2021
Q2 		$37.1M Buy
2,034,008
+1,140,808
+128% +$19.7M 0.52% 23
2021
Q1 		$14.5M Buy
893,200
+992
+0.1% +$16.1K 0.31% 73
2020
Q4 		$14.3M Sell
892,208
-1,816
-0.2% -$27.5K 0.33% 63
2020
Q3 		$12.9M Sell
894,024
-4,640
-0.5% -$64.7K 0.33% 63
2020
Q2 		$11.4M Buy
898,664
+24,048
+3% +$280K 0.3% 67
2020
Q1 		$8.71M Buy
874,616
+49,200
+6% +$561K 0.29% 76
2019
Q4 		$9.59M Buy
825,416
+100,680
+14% +$1.11M 0.26% 80
2019
Q3 		$7.61M Buy
724,736
+23,712
+3% +$250K 0.23% 92
2019
Q2 		$7.29M Sell
701,024
-225,320
-24% -$2.29M 0.22% 93
2019
Q1 		$9.2M Buy
926,344
+18,144
+2% +$172K 0.3% 73
2018
Q4 		$7.83M Sell
908,200
-6,664
-0.7% -$62.1K 0.3% 66
2018
Q3 		$9.38M Buy
914,864
+146,840
+19% +$1.46M 0.33% 62
2018
Q2 		$7.28M Sell
768,024
-199,640
-21% -$1.86M 0.36% 55
2018
Q1 		$8.67M Buy
967,664
+3,288
+0.3% +$30.3K 0.38% 52
2017
Q4 		$8.53M Buy
964,376
+328
+0% +$2.82K 0.36% 62
2017
Q3 		$7.97M Buy
964,048
+100,824
+12% +$818K 0.36% 63
2017
Q2 		$6.81M Buy
863,224
+9,800
+1% +$76.4K 0.32% 68
2017
Q1 		$6.45M Buy
853,424
+194,304
+29% +$1.44M 0.31% 74
2016
Q4 		$4.59M Sell
659,120
-139,208
-17% -$963K 0.24% 96
2016
Q3 		$5.54M Buy
798,328
+263,264
+49% +$1.81M 0.21% 109
2016
Q2 		$3.51M Buy
535,064
+50,120
+10% +$329K 0.2% 116
2016
Q1 		$3.18M Buy
484,944
+22,288
+5% +$138K 0.2% 112
2015
Q4 		$3.06M Buy
462,656
+207,056
+81% +$1.38M 0.2% 120
2015
Q3 		$1.59M Buy
255,600
+148,240
+138% +$987K 0.11% 190
2015
Q2 		$723K Hold
107,360
– – 0.05% 351
2015
Q1 		$723K Buy
107,360
+54,064
+101% +$358K 0.05% 352
2014
Q4 		$344K Buy
+53,296
New +$336K 0.02% 551

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

Cetera Advisor Networks's SCHG Position: Q1 2024 in Review

Cetera Advisor Networks increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.3% in Q1 2024, buying an estimated $5.96M and bringing the position to 3,501,660 shares worth $81.2M. The position accounts for 0.4% of the portfolio, ranked #45.

Cetera Advisor Networks first reported a position in SCHG in Q4 2014 and has held it in 38 quarters since. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Cetera Advisor Networks held 3,501,660 shares of Schwab US Large-Cap Growth ETF worth $81.2M as of Q1 2024.
  • Cetera Advisor Networks bought 269,644 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $5.96M.
  • Schwab US Large-Cap Growth ETF made up 0.4% of Cetera Advisor Networks's portfolio in Q1 2024, its #45 holding.
  • Cetera Advisor Networks first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 38 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.