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Householder Group Estate & Retirement Specialist’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Householder Group Estate & Retirement Specialist’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
-6,320
Closed -$164K – 1079
2024
Q3 		$164K Sell
6,320
-116
-2% -$2.92K 0.05% 280
2024
Q2 		$162K Hold
6,436
– – 0.05% 271
2024
Q1 		$149K Buy
6,436
+4
+0.1% +$88 0.04% 287
2023
Q4 		$133K Buy
6,432
+1,380
+27% +$26.7K 0.04% 291
2023
Q3 		$91.9K Buy
+5,052
New +$95.1K 0.03% 329
2023
Q1 		$54K Buy
+3,324
New +$50.5K 0.02% 428
2022
Q4 		– Sell
-2,176
Closed -$30K – 967
2022
Q3 		$30K Buy
+2,176
New +$34.1K 0.01% 496

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $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 $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 $4.02B AUM 20% 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

Householder Group Estate & Retirement Specialist's SCHG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 6,320 shares — an estimated $164K sold.

Householder Group Estate & Retirement Specialist first reported a position in SCHG in Q3 2022 and held it in 7 quarters. The position peaked at $164K in Q3 2024. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 6,320 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $164K.
  • Householder Group Estate & Retirement Specialist first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Schwab US Large-Cap Growth ETF position peaked at $164K in Q3 2024.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.