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M&R Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

M&R Capital 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
2024
Q3 		$39.9K Buy
1,532
+4
+0.3% +$101 0.01% 253
2024
Q2 		$38.5K Hold
1,528
– – 0.01% 242
2024
Q1 		$35.4K Sell
1,528
-596
-28% -$13.2K 0.01% 253
2023
Q4 		$44K Hold
2,124
– – 0.01% 258
2023
Q3 		$38.6K Buy
2,124
+172
+9% +$3.24K 0.01% 262
2023
Q2 		$36.6K Buy
1,952
+1,484
+317% +$25.4K 0.01% 267
2023
Q1 		$7.62K Hold
468
– – ﹤0.01% 408
2022
Q4 		$6.5K Buy
+468
New +$6.73K ﹤0.01% 397

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

M&R Capital Management's SCHG Position: Q3 2024 in Review

M&R Capital Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.26% in Q3 2024, buying an estimated $101 and bringing the position to 1,532 shares worth $39.9K. The position accounts for 0.01% of the portfolio, ranked #253.

M&R Capital Management first reported a position in SCHG in Q4 2022 and has held it in 8 quarters since. The position peaked at $44K in Q4 2023. 1,230 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • M&R Capital Management held 1,532 shares of Schwab US Large-Cap Growth ETF worth $39.9K as of Q3 2024.
  • M&R Capital Management bought 4 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $101.
  • Schwab US Large-Cap Growth ETF made up 0.01% of M&R Capital Management's portfolio in Q3 2024, its #253 holding.
  • M&R Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 8 quarters since.
  • M&R Capital Management's Schwab US Large-Cap Growth ETF position peaked at $44K in Q4 2023.
  • 1,230 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.