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

Ledge 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
Q1 		– Sell
-29,272
Closed -$407K – 72
2022
Q4 		$407K Sell
29,272
-21,824
-43% -$314K 0.19% 55
2022
Q3 		$713K Sell
51,096
-41,512
-45% -$650K 0.44% 47
2022
Q2 		$1.34M Sell
92,608
-21,740
-19% -$348K 0.83% 39
2022
Q1 		$2.14M Buy
+114,348
New +$2.09M 1.33% 17

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Ledge Wealth Management's SCHG Position: Q1 2023 in Review

Ledge Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 29,272 shares — an estimated $407K sold.

Ledge Wealth Management first reported a position in SCHG in Q1 2022 and held it in 4 quarters. The position peaked at $2.14M in Q1 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Ledge Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Ledge Wealth Management sold 29,272 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $407K.
  • Ledge Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 4 quarters.
  • Ledge Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $2.14M in Q1 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Ledge Wealth Management's 13F filing for Q1 2023, filed 14 Apr 2023.