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Global Wealth Management Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Global Wealth Management Investment Advisory’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
-184
Closed -$3.82K – 376
2023
Q4 		$3.82K Hold
184
– – ﹤0.01% 349
2023
Q3 		$3.35K Sell
184
-8
-4% -$151 ﹤0.01% 349
2023
Q2 		$3.6K Buy
+192
New +$3.29K ﹤0.01% 356
2022
Q3 		– Sell
-184
Closed -$3K – 406
2022
Q2 		$3K Hold
184
– – ﹤0.01% 394
2022
Q1 		$3K Hold
184
– – ﹤0.01% 399
2021
Q4 		$4K Hold
184
– – ﹤0.01% 367
2021
Q3 		$3K Hold
184
– – ﹤0.01% 395
2021
Q2 		$3K Hold
184
– – ﹤0.01% 376
2021
Q1 		$3K Hold
184
– – ﹤0.01% 398
2020
Q4 		$3K Hold
184
– – ﹤0.01% 377
2020
Q3 		$3K Hold
184
– – ﹤0.01% 369
2020
Q2 		$2K Hold
184
– – ﹤0.01% 529
2020
Q1 		$2K Hold
184
– – ﹤0.01% 518
2019
Q4 		$2K Hold
184
– – ﹤0.01% 527
2019
Q3 		$2K Hold
184
– – ﹤0.01% 537
2019
Q2 		$2K Hold
184
– – ﹤0.01% 588
2019
Q1 		$2K Hold
184
– – ﹤0.01% 572
2018
Q4 		$2K Buy
+184
New +$1.71K ﹤0.01% 602

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Global Wealth Management Investment Advisory's SCHG Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 184 shares — an estimated $3.82K sold.

Global Wealth Management Investment Advisory first reported a position in SCHG in Q4 2018 and held it in 18 quarters. The position peaked at $4K in Q4 2021. 1,136 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 184 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $3.82K.
  • Global Wealth Management Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's Schwab US Large-Cap Growth ETF position peaked at $4K in Q4 2021.
  • 1,136 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.