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

Janiczek 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
2024
Q2 		$1.25M Sell
49,536
-16,856
-25% -$398K 0.26% 40
2024
Q1 		$1.54M Buy
66,392
+2,024
+3% +$44.8K 0.33% 36
2023
Q4 		$1.34M Sell
64,368
-3,992
-6% -$77.2K 0.32% 35
2023
Q3 		$1.24M Buy
68,360
+476
+0.7% +$8.96K 0.33% 31
2023
Q2 		$1.27M Sell
67,884
-412
-0.6% -$7.06K 0.35% 29
2023
Q1 		$1.12M Sell
68,296
-51,180
-43% -$777K 0.32% 31
2022
Q4 		$1.73M Sell
119,476
-970,472
-89% -$14M 0.49% 25
2022
Q3 		$15.2M Sell
1,089,948
-56,532
-5% -$886K 4.95% 5
2022
Q2 		$18.8M Sell
1,146,480
-64,532
-5% -$1.03M 5.58% 4
2022
Q1 		$22.7M Sell
1,211,012
-60,164
-5% -$1.1M 6.25% 4
2021
Q4 		$26M Buy
1,271,176
+1,146,944
+923% +$22.9M 7.78% 3
2021
Q3 		$2.3M Buy
124,232
+768
+0.6% +$14.6K 0.81% 19
2021
Q2 		$2.25M Buy
123,464
+16,040
+15% +$278K 0.82% 18
2021
Q1 		$1.74M Buy
107,424
+6,496
+6% +$106K 0.7% 18
2020
Q4 		$1.62M Sell
100,928
-2,736
-3% -$41.5K 0.78% 17
2020
Q3 		$1.49M Buy
103,664
+5,864
+6% +$81.7K 0.8% 15
2020
Q2 		$1.24M Buy
97,800
+4,496
+5% +$52.4K 0.7% 18
2020
Q1 		$929K Sell
93,304
-832
-0.9% -$9.49K 0.52% 20
2019
Q4 		$1.09M Buy
94,136
+1,216
+1% +$13.4K 0.49% 19
2019
Q3 		$976K Buy
92,920
+58,544
+170% +$617K 0.44% 20
2019
Q2 		$358K Sell
34,376
-2,040
-6% -$20.7K 0.17% 29
2019
Q1 		$362K Buy
36,416
+1,128
+3% +$10.7K 0.17% 30
2018
Q4 		$304K Buy
35,288
+7,248
+26% +$67.5K 0.15% 31
2018
Q3 		$287K Buy
28,040
+1,240
+5% +$12.4K 0.15% 33
2018
Q2 		$254K Sell
26,800
-96
-0.4% -$894 0.13% 33
2018
Q1 		$241K Buy
26,896
+1,768
+7% +$16.3K 0.14% 33
2017
Q4 		$222K Sell
25,128
-24
-0.1% -$206 0.12% 35
2017
Q3 		$208K Buy
+25,152
New +$204K 0.12% 34

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Janiczek Wealth Management's SCHG Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 25% in Q2 2024, selling an estimated $398K and leaving 49,536 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #40.

Janiczek Wealth Management first reported a position in SCHG in Q3 2017 and has held it in 28 quarters since. The position peaked at $26M in Q4 2021. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Janiczek Wealth Management held 49,536 shares of Schwab US Large-Cap Growth ETF worth $1.25M as of Q2 2024.
  • Janiczek Wealth Management sold 16,856 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $398K.
  • Schwab US Large-Cap Growth ETF made up 0.26% of Janiczek Wealth Management's portfolio in Q2 2024, its #40 holding.
  • Janiczek Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 28 quarters since.
  • Janiczek Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $26M in Q4 2021.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.