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Duncan Williams Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Duncan Williams Asset 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
2025
Q1 		– Sell
-9,235
Closed -$257K – 151
2024
Q4 		$257K Buy
+9,235
New +$253K 0.1% 123

Other funds holding SCHG

Envestnet Asset Management
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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Duncan Williams Asset Management's SCHG Position: Q1 2025 in Review

Duncan Williams Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 9,235 shares — an estimated $257K sold.

Duncan Williams Asset Management first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $257K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Duncan Williams Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Duncan Williams Asset Management sold 9,235 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $257K.
  • Duncan Williams Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Duncan Williams Asset Management's Schwab US Large-Cap Growth ETF position peaked at $257K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Duncan Williams Asset Management's 13F filing for Q1 2025, filed 21 Apr 2025.