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Kelly Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-768
Closed -$19.4K – 625
2024
Q2 		$19.4K Sell
768
-80
-9% -$1.89K 0.01% 333
2024
Q1 		$19.7K Buy
+848
New +$18.8K 0.01% 328

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MG
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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
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
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

Kelly Financial Services's SCHG Position: Q3 2024 in Review

Kelly Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 768 shares — an estimated $19.4K sold.

Kelly Financial Services first reported a position in SCHG in Q1 2024 and held it in 2 quarters. The position peaked at $19.7K in Q1 2024. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Kelly Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 768 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $19.4K.
  • Kelly Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • Kelly Financial Services's Schwab US Large-Cap Growth ETF position peaked at $19.7K in Q1 2024.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.