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Iams Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Iams Wealth Management’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
2023
Q3 		– Sell
-29,952
Closed -$553K – 214
2023
Q2 		$553K Buy
+29,952
New +$514K 0.2% 91

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iams Wealth Management's SCHG Position: Q1 2024 in Review

Iams Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 23,996 shares — an estimated $498K sold.

Iams Wealth Management first reported a position in SCHG in Q4 2022 and held it in 4 quarters. The position peaked at $822K in Q3 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Iams Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Iams Wealth Management sold 23,996 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $498K.
  • Iams Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
  • Iams Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $822K in Q3 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Iams Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.