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Madison Park Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Madison Park Capital 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
Q4 		– Sell
-37,168
Closed -$968K – 75
2024
Q3 		$968K Buy
37,168
+1,272
+4% +$32K 0.73% 28
2024
Q2 		$905K Buy
35,896
+2,712
+8% +$64K 0.76% 29
2024
Q1 		$769K Buy
33,184
+2,780
+9% +$61.5K 0.67% 31
2023
Q4 		$631K Buy
+30,404
New +$588K 0.61% 31

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Madison Park Capital Advisors's SCHG Position: Q4 2024 in Review

Madison Park Capital Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 37,168 shares — an estimated $968K sold.

Madison Park Capital Advisors first reported a position in SCHG in Q4 2023 and held it in 4 quarters. The position peaked at $968K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Madison Park Capital Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Madison Park Capital Advisors sold 37,168 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $968K.
  • Madison Park Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 4 quarters.
  • Madison Park Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $968K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Madison Park Capital Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.