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HBC Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HBC Financial 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
Q2 		– Sell
-7,208
Closed -$159K – 175
2024
Q1 		$159K Sell
7,208
-1,992
-22% -$44.1K 0.11% 35
2023
Q4 		$190K Buy
9,200
+5,600
+156% +$108K 0.13% 28
2023
Q3 		$65K Sell
3,600
-3,200
-47% -$60.2K 0.05% 50
2023
Q2 		$132K Buy
+6,800
New +$117K 0.09% 38

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HBC Financial Services's SCHG Position: Q2 2024 in Review

HBC Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 7,208 shares — an estimated $159K sold.

HBC Financial Services first reported a position in SCHG in Q2 2023 and held it in 4 quarters. The position peaked at $190K in Q4 2023. 1,187 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • HBC Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • HBC Financial Services sold 7,208 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $159K.
  • HBC Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • HBC Financial Services's Schwab US Large-Cap Growth ETF position peaked at $190K in Q4 2023.
  • 1,187 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on HBC Financial Services's 13F filing for Q2 2024, filed 7 Aug 2024.