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Emergent Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Emergent Wealth 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
2024
Q1 		– Sell
-13,244
Closed -$275K – 135
2023
Q4 		$275K Buy
+13,244
New +$256K 0.26% 79

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Emergent Wealth Advisors's SCHG Position: Q1 2024 in Review

Emergent Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 13,244 shares — an estimated $275K sold.

Emergent Wealth Advisors first reported a position in SCHG in Q4 2023 and held it in 1 quarter. The position peaked at $275K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Emergent Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Emergent Wealth Advisors sold 13,244 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $275K.
  • Emergent Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Emergent Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $275K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Emergent Wealth Advisors's 13F filing for Q1 2024, filed 17 Dec 2025.