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Luts & Greenleigh Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Luts & Greenleigh Group’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
-8,856
Closed -$223K – 87
2024
Q2 		$223K Buy
+8,856
New +$209K 0.23% 67

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Luts & Greenleigh Group's SCHG Position: Q3 2024 in Review

Luts & Greenleigh Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 8,856 shares — an estimated $223K sold.

Luts & Greenleigh Group first reported a position in SCHG in Q2 2024 and held it in 1 quarter. The position peaked at $223K in Q2 2024. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Luts & Greenleigh Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • Luts & Greenleigh Group sold 8,856 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $223K.
  • Luts & Greenleigh Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2024 and held it in 1 quarter.
  • Luts & Greenleigh Group's Schwab US Large-Cap Growth ETF position peaked at $223K in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Luts & Greenleigh Group's 13F filing for Q3 2024, filed 15 Oct 2024.