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

MFA Wealth 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
-132
Closed -$3.47K – 325
2024
Q3 		$3.47K Sell
132
-12
-8% -$302 ﹤0.01% 409
2024
Q2 		$3.66K Buy
+144
New +$3.4K ﹤0.01% 414
2018
Q1 		– Sell
-164,104
Closed -$1.55M – 59
2017
Q4 		$1.55M Buy
+164,104
New +$1.41M 1.05% 22

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 $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 $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 $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 $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

MFA Wealth Advisors's SCHG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 132 shares — an estimated $3.47K sold.

MFA Wealth Advisors first reported a position in SCHG in Q4 2017 and held it in 3 quarters. The position peaked at $1.55M in Q4 2017. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • MFA Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • MFA Wealth Advisors sold 132 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $3.47K.
  • MFA Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • MFA Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.55M in Q4 2017.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.