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Lee, Danner & Bass’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lee, Danner & Bass’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
2025
Q1 		– Sell
-700
Closed -$19.5K – 618
2024
Q4 		$19.5K Buy
+700
New +$19.1K ﹤0.01% 462

Other funds holding SCHG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lee, Danner & Bass's SCHG Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 700 shares — an estimated $19.5K sold.

Lee, Danner & Bass first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Lee, Danner & Bass reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 700 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $19.5K.
  • Lee, Danner & Bass first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's Schwab US Large-Cap Growth ETF position peaked at $19.5K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.