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

Gray 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
2024
Q4 		$1.54M Buy
55,143
+1,379
+3% +$37.7K 0.58% 39
2024
Q3 		$1.4M Sell
53,764
-1,192
-2% -$30K 0.55% 40
2024
Q2 		$1.39M Buy
54,956
+1,672
+3% +$39.4K 0.6% 40
2024
Q1 		$1.24M Buy
53,284
+3,108
+6% +$68.7K 0.55% 40
2023
Q4 		$1.04M Sell
50,176
-2,320
-4% -$44.9K 0.51% 39
2023
Q3 		$954K Buy
52,496
+5,064
+11% +$95.3K 0.49% 41
2023
Q2 		$889K Hold
47,432
– – 0.45% 47
2023
Q1 		$773K Buy
47,432
+18,856
+66% +$286K 0.42% 48
2022
Q4 		$397K Sell
28,576
-76
-0.3% -$1.09K 0.23% 66
2022
Q3 		$400K Buy
28,652
+380
+1% +$5.95K 0.26% 67
2022
Q2 		$410K Hold
28,272
– – 0.25% 67
2022
Q1 		$529K Buy
28,272
+80
+0.3% +$1.46K 0.27% 64
2021
Q4 		$577K Sell
28,192
-288
-1% -$5.76K 0.29% 60
2021
Q3 		$527K Sell
28,480
-512
-2% -$9.75K 0.29% 59
2021
Q2 		$529K Buy
28,992
+64
+0.2% +$1.11K 0.3% 60
2021
Q1 		$469K Sell
28,928
-8
-0% -$130 0.3% 63
2020
Q4 		$464K Sell
28,936
-8,680
-23% -$132K 0.32% 53
2020
Q3 		$541K Sell
37,616
-480
-1% -$6.69K 0.42% 46
2020
Q2 		$483K Hold
38,096
– – 0.42% 49
2020
Q1 		$379K Buy
+38,096
New +$435K 0.42% 51

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gray Wealth Management's SCHG Position: Q4 2024 in Review

Gray Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.6% in Q4 2024, buying an estimated $37.7K and bringing the position to 55,143 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #39.

Gray Wealth Management first reported a position in SCHG in Q1 2020 and has held it in 20 quarters since. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Gray Wealth Management held 55,143 shares of Schwab US Large-Cap Growth ETF worth $1.54M as of Q4 2024.
  • Gray Wealth Management bought 1,379 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $37.7K.
  • Schwab US Large-Cap Growth ETF made up 0.58% of Gray Wealth Management's portfolio in Q4 2024, its #39 holding.
  • Gray Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and has held it in 20 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.