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FirstPurpose Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FirstPurpose Wealth’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
Q1 		$344K Buy
14,976
+4,400
+42% +$97.3K 0.12% 151
2023
Q4 		$219K Buy
+10,576
New +$205K 0.08% 189

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FirstPurpose Wealth's SCHG Position: Q1 2024 in Review

FirstPurpose Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 42% in Q1 2024, buying an estimated $97.3K and bringing the position to 14,976 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #151.

FirstPurpose Wealth first reported a position in SCHG in Q4 2023 and has held it in 2 quarters since. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • FirstPurpose Wealth held 14,976 shares of Schwab US Large-Cap Growth ETF worth $344K as of Q1 2024.
  • FirstPurpose Wealth bought 4,400 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $97.3K.
  • Schwab US Large-Cap Growth ETF made up 0.12% of FirstPurpose Wealth's portfolio in Q1 2024, its #151 holding.
  • FirstPurpose Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.