GFG
SCHG icon

Goldstone Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Goldstone Financial Group’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
-39,144
Closed -$812K – 174
2023
Q4 		$812K Sell
39,144
-11,648
-23% -$225K 0.21% 80
2023
Q3 		$923K Buy
+50,792
New +$956K 0.27% 73

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

Goldstone Financial Group's SCHG Position: Q1 2024 in Review

Goldstone Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 39,144 shares — an estimated $812K sold.

Goldstone Financial Group first reported a position in SCHG in Q3 2023 and held it in 2 quarters. The position peaked at $923K in Q3 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Goldstone Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Goldstone Financial Group sold 39,144 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $812K.
  • Goldstone Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 2 quarters.
  • Goldstone Financial Group's Schwab US Large-Cap Growth ETF position peaked at $923K in Q3 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Goldstone Financial Group's 13F filing for Q1 2024, filed 15 Jan 2025.