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Heritage Oak Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Oak Wealth Advisors’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 		– Sell
-9,192
Closed -$239K – 161
2024
Q3 		$239K Buy
+9,192
New +$231K 0.11% 126

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LPL Financial
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Mariner
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APP
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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

Heritage Oak Wealth Advisors's SCHG Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 9,192 shares — an estimated $239K sold.

Heritage Oak Wealth Advisors first reported a position in SCHG in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 9,192 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $239K.
  • Heritage Oak Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $239K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.