CPG
SCHG icon

Custom Portfolio Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Custom Portfolio Group’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
Q2 		$90.4K Hold
3,584
– – 0.07% 77
2024
Q1 		$83.1K Hold
3,584
– – 0.07% 81
2023
Q4 		$74.4K Buy
+3,584
New +$69.3K 0.07% 75

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Custom Portfolio Group's SCHG Position: Q2 2024 in Review

Custom Portfolio Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2024 at 3,584 shares worth $90.4K. The position accounts for 0.07% of the portfolio, ranked #77.

Custom Portfolio Group first reported a position in SCHG in Q4 2023 and has held it in 3 quarters since. 1,187 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Custom Portfolio Group held 3,584 shares of Schwab US Large-Cap Growth ETF worth $90.4K as of Q2 2024.
  • Custom Portfolio Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2024.
  • Schwab US Large-Cap Growth ETF made up 0.07% of Custom Portfolio Group's portfolio in Q2 2024, its #77 holding.
  • Custom Portfolio Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.