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

Financial Designs’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 		– Sell
-12,128
Closed -$220K – 23
2023
Q3 		$220K Buy
+12,128
New +$228K 0.17% 25

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

Financial Designs's SCHG Position: Q4 2023 in Review

Financial Designs sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 12,128 shares — an estimated $220K sold.

Financial Designs first reported a position in SCHG in Q3 2023 and held it in 1 quarter. The position peaked at $220K in Q3 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Financial Designs reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Financial Designs sold 12,128 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $220K.
  • Financial Designs first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 1 quarter.
  • Financial Designs's Schwab US Large-Cap Growth ETF position peaked at $220K in Q3 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Financial Designs's 13F filing for Q4 2023, filed 19 Jan 2024.