DWM
SCHG icon

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

Dechtman 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
Q4 		$63.8M Buy
2,290,663
+440,559
+24% +$12M 12.34% 3
2024
Q3 		$48.2M Sell
1,850,104
-212,208
-10% -$5.34M 9.86% 4
2024
Q2 		$52M Buy
2,062,312
+33,160
+2% +$782K 11.62% 4
2024
Q1 		$47M Buy
2,029,152
+138,560
+7% +$3.06M 10.97% 3
2023
Q4 		$39.2M Buy
1,890,592
+320,732
+20% +$6.2M 10.31% 4
2023
Q3 		$28.5M Buy
1,569,860
+295,528
+23% +$5.56M 8.45% 4
2023
Q2 		$23.9M Buy
+1,274,332
New +$21.8M 7.11% 4

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Dechtman Wealth Management's SCHG Position: Q4 2024 in Review

Dechtman Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 24% in Q4 2024, buying an estimated $12M and bringing the position to 2,290,663 shares worth $63.8M. The position accounts for 12.34% of the portfolio, ranked #3.

Dechtman Wealth Management first reported a position in SCHG in Q2 2023 and has held it in 7 quarters since. 1,385 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Dechtman Wealth Management held 2,290,663 shares of Schwab US Large-Cap Growth ETF worth $63.8M as of Q4 2024.
  • Dechtman Wealth Management bought 440,559 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $12M.
  • Schwab US Large-Cap Growth ETF made up 12.34% of Dechtman Wealth Management's portfolio in Q4 2024, its #3 holding.
  • Dechtman Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 7 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.