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Knuff & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Knuff & Co’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
-17,004
Closed -$429K – 140
2024
Q2 		$429K Buy
+17,004
New +$401K 0.14% 78

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MG
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Mariner
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Knuff & Co's SCHG Position: Q3 2024 in Review

Knuff & Co sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 17,004 shares — an estimated $429K sold.

Knuff & Co first reported a position in SCHG in Q2 2024 and held it in 1 quarter. The position peaked at $429K in Q2 2024. 1,230 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Knuff & Co reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Knuff & Co sold 17,004 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $429K.
  • Knuff & Co first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Knuff & Co's Schwab US Large-Cap Growth ETF position peaked at $429K in Q2 2024.
  • 1,230 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Knuff & Co's 13F filing for Q3 2024, filed 7 Nov 2024.