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

GGM Wealth 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
2025
Q1 		$3.6M Sell
142,669
-18,169
-11% -$498K 2% 9
2024
Q4 		$4.48M Buy
160,838
+982
+0.6% +$26.9K 2.34% 9
2024
Q3 		$4.16M Buy
159,856
+796
+0.5% +$20K 1.79% 13
2024
Q2 		$4.01M Buy
159,060
+1,092
+0.7% +$25.8K 1.84% 12
2024
Q1 		$3.65M Buy
157,968
+9,064
+6% +$200K 1.7% 16
2023
Q4 		$3.22M Buy
148,904
+10,768
+8% +$208K 1.33% 21
2023
Q3 		$2.51M Sell
138,136
-476
-0.3% -$8.96K 1.09% 24
2023
Q2 		$2.58M Sell
138,612
-2,132
-2% -$36.6K 1.05% 24
2023
Q1 		$2.29M Sell
140,744
-176
-0.1% -$2.67K 1.31% 23
2022
Q4 		$1.95M Sell
140,920
-18,992
-12% -$273K 1.01% 25
2022
Q3 		$2.38M Sell
159,912
-17,468
-10% -$274K 1.28% 18
2022
Q2 		$2.62M Sell
177,380
-14,768
-8% -$236K 1.47% 18
2022
Q1 		$3.44M Sell
192,148
-28,220
-13% -$515K 1.73% 17
2021
Q4 		$4.32M Buy
220,368
+3,808
+2% +$76.1K 3.43% 7
2021
Q3 		$4.28M Sell
216,560
-2,712
-1% -$51.7K 3.4% 8
2021
Q2 		$4.06M Sell
219,272
-16,616
-7% -$287K 3.45% 7
2021
Q1 		$4.12M Sell
235,888
-47,568
-17% -$774K 3.29% 8
2020
Q4 		$4.57M Buy
+283,456
New +$4.3M 4.51% 6

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GGM Wealth Advisors's SCHG Position: Q1 2025 in Review

GGM Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2025, selling an estimated $498K and leaving 142,669 shares worth $3.6M. The position accounts for 2% of the portfolio, ranked #9.

GGM Wealth Advisors first reported a position in SCHG in Q4 2020 and has held it in 18 quarters since. The position peaked at $4.57M in Q4 2020. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • GGM Wealth Advisors held 142,669 shares of Schwab US Large-Cap Growth ETF worth $3.6M as of Q1 2025.
  • GGM Wealth Advisors sold 18,169 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $498K.
  • Schwab US Large-Cap Growth ETF made up 2% of GGM Wealth Advisors's portfolio in Q1 2025, its #9 holding.
  • GGM Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • GGM Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $4.57M in Q4 2020.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on GGM Wealth Advisors's 13F filing for Q1 2025, filed 1 May 2025.