Level Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Level Financial Advisors’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	-1,920	Closed	-$39.8K	–	220
2023 Q4	$39.8K	Hold	1,920	–	–	0.02%	131
2023 Q3	$34.9K	Hold	1,920	–	–	0.02%	127
2023 Q2	$36K	Buy	+1,920	New	+$32.9K	0.02%	125
2023 Q1	–	Sell	-72	Closed	-$1K	–	286
2022 Q4	$1K	Hold	72	–	–	﹤0.01%	263
2022 Q3	$1K	Sell	72 -24	-25%	-$376	﹤0.01%	237
2022 Q2	$1K	Buy	96 +24	+33%	+$384	﹤0.01%	283
2022 Q1	$1K	Hold	72	–	–	﹤0.01%	222
2021 Q4	$2K	Buy	+72	New	+$1.44K	﹤0.01%	240

Other funds holding SCHG

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Level Financial Advisors's SCHG Position: Q1 2024 in Review

Level Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 1,920 shares — an estimated $39.8K sold.

Level Financial Advisors first reported a position in SCHG in Q4 2021 and held it in 8 quarters. The position peaked at $39.8K in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

Level Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,920 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $39.8K.
Level Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $39.8K in Q4 2023.
1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.