MWM
SCHG icon

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

Merriman Wealth 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
Q4 		$294K Hold
10,552
– – 0.01% 170
2024
Q3 		$275K Buy
10,552
+8
+0.1% +$201 0.01% 181
2024
Q2 		$266K Hold
10,544
– – 0.01% 183
2024
Q1 		$244K Buy
+10,544
New +$233K 0.01% 179
2022
Q1 		– Sell
-70,248
Closed -$1.44M – 227
2021
Q4 		$1.44M Sell
70,248
-1,208
-2% -$24.1K 0.1% 83
2021
Q3 		$1.32M Buy
+71,456
New +$1.36M 0.11% 90

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Merriman Wealth Management's SCHG Position: Q4 2024 in Review

Merriman Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2024 at 10,552 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #170.

Merriman Wealth Management first reported a position in SCHG in Q3 2021 and has held it in 6 quarters since. The position peaked at $1.44M in Q4 2021. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Merriman Wealth Management held 10,552 shares of Schwab US Large-Cap Growth ETF worth $294K as of Q4 2024.
  • Merriman Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2024.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Merriman Wealth Management's portfolio in Q4 2024, its #170 holding.
  • Merriman Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 6 quarters since.
  • Merriman Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.44M in Q4 2021.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.