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EisnerAmper Wealth Management Corporate Benefits’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4 		$311K Buy
14,984
+20
+0.1% +$387 0.11% 56
2023
Q3 		$272K Buy
14,964
+20
+0.1% +$376 0.12% 51
2023
Q2 		$280K Buy
14,944
+16
+0.1% +$274 0.13% 47
2023
Q1 		$243K Buy
14,928
+20
+0.1% +$304 0.12% 50
2022
Q4 		$207K Buy
+14,908
New +$214K 0.11% 52

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $3.64B AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's SCHG Position: Q4 2023 in Review

EisnerAmper Wealth Management Corporate Benefits increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.13% in Q4 2023, buying an estimated $387 and bringing the position to 14,984 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #56.

EisnerAmper Wealth Management Corporate Benefits first reported a position in SCHG in Q4 2022 and has held it in 5 quarters since. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • EisnerAmper Wealth Management Corporate Benefits held 14,984 shares of Schwab US Large-Cap Growth ETF worth $311K as of Q4 2023.
  • EisnerAmper Wealth Management Corporate Benefits bought 20 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $387.
  • Schwab US Large-Cap Growth ETF made up 0.11% of EisnerAmper Wealth Management Corporate Benefits's portfolio in Q4 2023, its #56 holding.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2023, filed 3 Jan 2024.