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First Trust Direct Indexing’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Trust Direct Indexing’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
-18,604
Closed -$485K – 748
2024
Q3 		$485K Sell
18,604
-1,872
-9% -$47.1K 0.03% 559
2024
Q2 		$516K Buy
+20,476
New +$483K 0.03% 493

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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

First Trust Direct Indexing's SCHG Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 18,604 shares — an estimated $485K sold.

First Trust Direct Indexing first reported a position in SCHG in Q2 2024 and held it in 2 quarters. The position peaked at $516K in Q2 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 18,604 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $485K.
  • First Trust Direct Indexing first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 2 quarters.
  • First Trust Direct Indexing's Schwab US Large-Cap Growth ETF position peaked at $516K in Q2 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.