GWM
SCHG icon

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

GDS Wealth Management’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
Q2 		– Sell
-22,228
Closed -$362K – 124
2023
Q1 		$362K Hold
22,228
– – 0.06% 88
2022
Q4 		$309K Hold
22,228
– – 0.06% 96
2022
Q3 		$310K Hold
22,228
– – 0.07% 89
2022
Q2 		$322K Buy
+22,228
New +$355K 0.07% 89

Other funds holding SCHG

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

GDS Wealth Management's SCHG Position: Q2 2023 in Review

GDS Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 22,228 shares — an estimated $362K sold.

GDS Wealth Management first reported a position in SCHG in Q2 2022 and held it in 4 quarters. The position peaked at $362K in Q1 2023. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • GDS Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • GDS Wealth Management sold 22,228 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $362K.
  • GDS Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 4 quarters.
  • GDS Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $362K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on GDS Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.