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GAMCO Investors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GAMCO Investors’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 		– Sell
-20,000
Closed -$415K – 868
2023
Q4 		$415K Hold
20,000
– – ﹤0.01% 710
2023
Q3 		$364K Buy
+20,000
New +$376K ﹤0.01% 717

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 $10B AUM 15.14% 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
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

GAMCO Investors's SCHG Position: Q1 2024 in Review

GAMCO Investors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 20,000 shares — an estimated $415K sold.

GAMCO Investors first reported a position in SCHG in Q3 2023 and held it in 2 quarters. The position peaked at $415K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • GAMCO Investors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • GAMCO Investors sold 20,000 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $415K.
  • GAMCO Investors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 2 quarters.
  • GAMCO Investors's Schwab US Large-Cap Growth ETF position peaked at $415K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on GAMCO Investors's 13F filing for Q1 2024, filed 14 May 2024.