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Eagle Bay Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Eagle Bay Advisors’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
-551
Closed -$15.3K – 797
2024
Q4 		$15.3K Buy
551
+411
+294% +$11.2K 0.01% 505
2024
Q3 		$3.65K Hold
140
– – ﹤0.01% 1095
2024
Q2 		$3.53K Buy
+140
New +$3.3K ﹤0.01% 787

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Eagle Bay Advisors's SCHG Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 551 shares — an estimated $15.3K sold.

Eagle Bay Advisors first reported a position in SCHG in Q2 2024 and held it in 3 quarters. The position peaked at $15.3K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 551 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $15.3K.
  • Eagle Bay Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 3 quarters.
  • Eagle Bay Advisors's Schwab US Large-Cap Growth ETF position peaked at $15.3K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.