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

Monterey Private 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 		$332K Buy
13,252
+5,313
+67% +$146K 0.1% 88
2024
Q4 		$221K Buy
+7,939
New +$217K 0.07% 118

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 $10B AUM 15.14% 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 $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

Monterey Private Wealth's SCHG Position: Q1 2025 in Review

Monterey Private Wealth increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 67% in Q1 2025, buying an estimated $146K and bringing the position to 13,252 shares worth $332K. The position accounts for 0.1% of the portfolio, ranked #88.

Monterey Private Wealth first reported a position in SCHG in Q4 2024 and has held it in 2 quarters since. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Monterey Private Wealth held 13,252 shares of Schwab US Large-Cap Growth ETF worth $332K as of Q1 2025.
  • Monterey Private Wealth bought 5,313 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $146K.
  • Schwab US Large-Cap Growth ETF made up 0.1% of Monterey Private Wealth's portfolio in Q1 2025, its #88 holding.
  • Monterey Private Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.