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

Financial Network 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
Q4 		– Sell
-476
Closed -$12.4K – 782
2024
Q3 		$12.4K Sell
476
-2,140
-82% -$53.9K 0.01% 422
2024
Q2 		$62.6K Buy
+2,616
New +$61.7K 0.05% 279

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Network Wealth Advisors's SCHG Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 476 shares — an estimated $12.4K sold.

Financial Network Wealth Advisors first reported a position in SCHG in Q2 2024 and held it in 2 quarters. The position peaked at $62.6K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 476 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $12.4K.
  • Financial Network Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • Financial Network Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $62.6K in Q2 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.