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

Connectus Wealth’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 		$6.23M Buy
268,572
+101,200
+60% +$2.24M 0.17% 111
2023
Q4 		$3.47M Sell
167,372
-55,836
-25% -$1.08M 0.07% 198
2023
Q3 		$4.06M Buy
223,208
+3,868
+2% +$72.8K 0.09% 185
2023
Q2 		$4.11M Sell
219,340
-1,748
-0.8% -$30K 0.09% 158
2023
Q1 		$3.6M Buy
+221,088
New +$3.36M 0.09% 167

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

Connectus Wealth's SCHG Position: Q1 2024 in Review

Connectus Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 60% in Q1 2024, buying an estimated $2.24M and bringing the position to 268,572 shares worth $6.23M. The position accounts for 0.17% of the portfolio, ranked #111.

Connectus Wealth first reported a position in SCHG in Q1 2023 and has held it in 5 quarters since. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Connectus Wealth held 268,572 shares of Schwab US Large-Cap Growth ETF worth $6.23M as of Q1 2024.
  • Connectus Wealth bought 101,200 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $2.24M.
  • Schwab US Large-Cap Growth ETF made up 0.17% of Connectus Wealth's portfolio in Q1 2024, its #111 holding.
  • Connectus Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and has held it in 5 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.