HMS
SCHG icon

Hanseatic Management Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hanseatic Management Services’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 		$49.5K Buy
1,775
+31
+2% +$848 0.06% 85
2024
Q3 		$45.4K Sell
1,744
-8
-0.5% -$201 0.06% 80
2024
Q2 		$44.2K Sell
1,752
-4
-0.2% -$94 0.07% 77
2024
Q1 		$40.7K Hold
1,756
– – 0.06% 75
2023
Q4 		$36.4K Buy
1,756
+720
+69% +$13.9K 0.06% 73
2023
Q3 		$18.8K Buy
1,036
+80
+8% +$1.51K 0.04% 83
2023
Q2 		$18K Hold
956
– – 0.03% 71
2023
Q1 		$16K Buy
956
+836
+697% +$12.7K 0.04% 67
2022
Q4 		$2K Buy
120
+96
+400% +$1.38K 0.01% 106
2022
Q3 		$0 Buy
+24
New +$376 ﹤0.01% 115

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

Hanseatic Management Services's SCHG Position: Q4 2024 in Review

Hanseatic Management Services increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.8% in Q4 2024, buying an estimated $848 and bringing the position to 1,775 shares worth $49.5K. The position accounts for 0.06% of the portfolio, ranked #85.

Hanseatic Management Services first reported a position in SCHG in Q3 2022 and has held it in 10 quarters since. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Hanseatic Management Services held 1,775 shares of Schwab US Large-Cap Growth ETF worth $49.5K as of Q4 2024.
  • Hanseatic Management Services bought 31 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $848.
  • Schwab US Large-Cap Growth ETF made up 0.06% of Hanseatic Management Services's portfolio in Q4 2024, its #85 holding.
  • Hanseatic Management Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 10 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Hanseatic Management Services's 13F filing for Q4 2024, filed 15 Jan 2025.