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Lake Street Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lake Street Private Wealth’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
Q1 		– Sell
-11,492
Closed -$238K – 325
2023
Q4 		$238K Hold
11,492
– – 0.04% 274
2023
Q3 		$209K Buy
+11,492
New +$216K 0.04% 261

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
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

Lake Street Private Wealth's SCHG Position: Q1 2024 in Review

Lake Street Private Wealth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 11,492 shares — an estimated $238K sold.

Lake Street Private Wealth first reported a position in SCHG in Q3 2023 and held it in 2 quarters. The position peaked at $238K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Lake Street Private Wealth reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 11,492 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $238K.
  • Lake Street Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2023 and held it in 2 quarters.
  • Lake Street Private Wealth's Schwab US Large-Cap Growth ETF position peaked at $238K in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Lake Street Private Wealth's 13F filing for Q1 2024, filed 19 Apr 2024.