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Grey Street Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Grey Street Capital’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 		$232K Hold
10,000
– – 0.03% 444
2023
Q4 		$207K Buy
+10,000
New +$193K 0.1% 126

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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

Grey Street Capital's SCHG Position: Q1 2024 in Review

Grey Street Capital held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2024 at 10,000 shares worth $232K. The position accounts for 0.03% of the portfolio, ranked #444.

Grey Street Capital first reported a position in SCHG in Q4 2023 and has held it in 2 quarters since. 1,136 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Grey Street Capital held 10,000 shares of Schwab US Large-Cap Growth ETF worth $232K as of Q1 2024.
  • Grey Street Capital left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2024.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Grey Street Capital's portfolio in Q1 2024, its #444 holding.
  • Grey Street Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,136 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Grey Street Capital's 13F filing for Q1 2024, filed 9 Aug 2024.