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Hobbs Group Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Hobbs Group 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
-1,020
Closed -$26.6K – 519
2024
Q3 		$26.6K Buy
+1,020
New +$25.7K 0.01% 304

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

Hobbs Group Advisors's SCHG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 1,020 shares — an estimated $26.6K sold.

Hobbs Group Advisors first reported a position in SCHG in Q3 2024 and held it in 1 quarter. The position peaked at $26.6K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 1,020 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $26.6K.
  • Hobbs Group Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • Hobbs Group Advisors's Schwab US Large-Cap Growth ETF position peaked at $26.6K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.