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IAG Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

IAG Wealth Partners’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
-388
Closed -$10.1K – 536
2024
Q3 		$10.1K Buy
+388
New +$9.76K ﹤0.01% 343
2023
Q3 		– Sell
-1,068
Closed -$20K – 465
2023
Q2 		$20K Buy
+1,068
New +$18.3K 0.01% 241

Other funds holding SCHG

Koshinski Asset Management
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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

IAG Wealth Partners's SCHG Position: Q4 2024 in Review

IAG Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 388 shares — an estimated $10.1K sold.

IAG Wealth Partners first reported a position in SCHG in Q2 2023 and held it in 2 quarters. The position peaked at $20K in Q2 2023. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • IAG Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • IAG Wealth Partners sold 388 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $10.1K.
  • IAG Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 2 quarters.
  • IAG Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $20K in Q2 2023.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on IAG Wealth Partners's 13F filing for Q4 2024, filed 10 Feb 2025.