First Foundation Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Foundation 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
2023 Q4	–	Sell	-46,024	Closed	-$837K	–	452
2023 Q3	$837K	Buy	+46,024	New	+$866K	0.04%	188
2023 Q1	–	Sell	-32,472	Closed	-$451K	–	414
2022 Q4	$451K	Buy	+32,472	New	+$467K	0.02%	262
2022 Q3	–	Sell	-36,440	Closed	-$528K	–	414
2022 Q2	$528K	Buy	+36,440	New	+$583K	0.02%	244
2021 Q4	–	Sell	-55,416	Closed	-$1.03M	–	465
2021 Q3	$1.03M	Buy	+55,416	New	+$1.06M	0.04%	195
2021 Q2	–	Sell	-76,048	Closed	-$1.23M	–	465
2021 Q1	$1.23M	Buy	76,048 +35,480	+87%	+$577K	0.05%	178
2020 Q4	$651K	Buy	+40,568	New	+$615K	0.03%	238

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Foundation Advisors's SCHG Position: Q4 2023 in Review

First Foundation Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 46,024 shares — an estimated $837K sold.

First Foundation Advisors first reported a position in SCHG in Q4 2020 and held it in 6 quarters. The position peaked at $1.23M in Q1 2021. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

First Foundation Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
First Foundation Advisors sold 46,024 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $837K.
First Foundation Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
First Foundation Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.23M in Q1 2021.
1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on First Foundation Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.