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Curran Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Curran Financial Partners’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
2025
Q1 		– Sell
-10,720
Closed -$299K – 101
2024
Q4 		$299K Buy
+10,720
New +$293K 0.08% 78

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Curran Financial Partners's SCHG Position: Q1 2025 in Review

Curran Financial Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 10,720 shares — an estimated $299K sold.

Curran Financial Partners first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $299K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Curran Financial Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Curran Financial Partners sold 10,720 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $299K.
  • Curran Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Curran Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $299K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Curran Financial Partners's 13F filing for Q1 2025, filed 21 Apr 2025.