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Marcum Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marcum Wealth’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 		$465K Buy
18,560
+208
+1% +$5.7K 0.04% 200
2024
Q4 		$511K Sell
18,352
-376
-2% -$10.3K 0.04% 192
2024
Q3 		$488K Sell
18,728
-7,372
-28% -$186K 0.05% 203
2024
Q2 		$658K Buy
26,100
+7,748
+42% +$183K 0.07% 149
2024
Q1 		$425K Buy
18,352
+160
+0.9% +$3.54K 0.04% 216
2023
Q4 		$377K Hold
18,192
– – 0.04% 219
2023
Q3 		$331K Sell
18,192
-972
-5% -$18.3K 0.04% 224
2023
Q2 		$359K Hold
19,164
– – 0.04% 219
2023
Q1 		$312K Hold
19,164
– – 0.04% 237
2022
Q4 		$266K Buy
+19,164
New +$276K 0.04% 261

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 $11.5B AUM 18.82% 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 $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Marcum Wealth's SCHG Position: Q1 2025 in Review

Marcum Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.1% in Q1 2025, buying an estimated $5.7K and bringing the position to 18,560 shares worth $465K. The position accounts for 0.04% of the portfolio, ranked #200.

Marcum Wealth first reported a position in SCHG in Q4 2022 and has held it in 10 quarters since. The position peaked at $658K in Q2 2024. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Marcum Wealth held 18,560 shares of Schwab US Large-Cap Growth ETF worth $465K as of Q1 2025.
  • Marcum Wealth bought 208 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $5.7K.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #200 holding.
  • Marcum Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
  • Marcum Wealth's Schwab US Large-Cap Growth ETF position peaked at $658K in Q2 2024.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.