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

Curi Wealth Management’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	-151,676	Closed	-$3.15M	–	119
2023 Q4	$3.15M	Sell	151,676 -157,140	-51%	-$3.04M	0.43%	48
2023 Q3	$5.61M	Buy	308,816 +25,360	+9%	+$477K	0.86%	40
2023 Q2	$5.31M	Buy	283,456 +88,616	+45%	+$1.52M	0.72%	43
2023 Q1	$3.17M	Buy	194,840 +17,568	+10%	+$267K	0.46%	45
2022 Q4	$2.46M	Buy	177,272 +25,704	+17%	+$370K	0.35%	51
2022 Q3	$2.12M	Buy	151,568 +144,728	+2,116%	+$2.27M	0.35%	47
2022 Q2	$99K	Hold	6,840	–	–	0.02%	176
2022 Q1	$127K	Hold	6,840	–	–	0.02%	137
2021 Q4	$140K	Buy	+6,840	New	+$137K	0.02%	127
2021 Q1	–	Sell	-6,864	Closed	-$110K	–	412
2020 Q4	$110K	Buy	+6,864	New	+$104K	0.08%	110

Other funds holding SCHG

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

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

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

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Curi Wealth Management's SCHG Position: Q1 2024 in Review

Curi Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 151,676 shares — an estimated $3.15M sold.

Curi Wealth Management first reported a position in SCHG in Q4 2020 and held it in 10 quarters. The position peaked at $5.61M in Q3 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

Curi Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Curi Wealth Management sold 151,676 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $3.15M.
Curi Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 10 quarters.
Curi Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $5.61M in Q3 2023.
1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.