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EnRich Financial Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

EnRich Financial Partners’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
-384
Closed -$10.7K – 184
2024
Q4 		$10.7K Buy
384
+32
+9% +$875 ﹤0.01% 171
2024
Q3 		$9.17K Hold
352
– – ﹤0.01% 177
2024
Q2 		$8.87K Hold
352
– – ﹤0.01% 182
2024
Q1 		$8.16K Buy
+352
New +$7.79K ﹤0.01% 168

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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

EnRich Financial Partners's SCHG Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 384 shares — an estimated $10.7K sold.

EnRich Financial Partners first reported a position in SCHG in Q1 2024 and held it in 4 quarters. The position peaked at $10.7K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 384 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $10.7K.
  • EnRich Financial Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab US Large-Cap Growth ETF position peaked at $10.7K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.