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Gunn & Company Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gunn & Company Investment 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
Q3 		$495K Hold
19,024
– – 0.34% 49
2024
Q2 		$480K Hold
19,024
– – 0.03% 92
2024
Q1 		$441K Hold
19,024
– – 0.33% 47
2023
Q4 		$395K Hold
19,024
– – 0.03% 88
2023
Q3 		$346K Buy
+19,024
New +$358K 0.3% 47

Other funds holding SCHG

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gunn & Company Investment Management's SCHG Position: Q3 2024 in Review

Gunn & Company Investment Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2024 at 19,024 shares worth $495K. The position accounts for 0.34% of the portfolio, ranked #49.

Gunn & Company Investment Management first reported a position in SCHG in Q3 2023 and has held it in 5 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Gunn & Company Investment Management held 19,024 shares of Schwab US Large-Cap Growth ETF worth $495K as of Q3 2024.
  • Gunn & Company Investment Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2024.
  • Schwab US Large-Cap Growth ETF made up 0.34% of Gunn & Company Investment Management's portfolio in Q3 2024, its #49 holding.
  • Gunn & Company Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and has held it in 5 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.