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

Diversified’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
Q3 		$1.28M Buy
49,028
+8,248
+20% +$208K 0.14% 63
2024
Q2 		$1.03M Buy
+40,780
New +$962K 0.12% 68
2024
Q1 		– Sell
-11,640
Closed -$241K – 181
2023
Q4 		$241K Buy
+11,640
New +$225K 0.05% 130

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 $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Diversified's SCHG Position: Q3 2024 in Review

Diversified increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 20% in Q3 2024, buying an estimated $208K and bringing the position to 49,028 shares worth $1.28M. The position accounts for 0.14% of the portfolio, ranked #63.

Diversified first reported a position in SCHG in Q4 2023 and has held it in 3 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Diversified held 49,028 shares of Schwab US Large-Cap Growth ETF worth $1.28M as of Q3 2024.
  • Diversified bought 8,248 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $208K.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Diversified's portfolio in Q3 2024, its #63 holding.
  • Diversified first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.