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Moody National Bank Trust Division’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Moody National Bank Trust Division’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
Q1 		– Sell
-477,808
Closed -$9.91M – 493
2023
Q4 		$9.91M Buy
+477,808
New +$9.24M 0.77% 9

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Moody National Bank Trust Division's SCHG Position: Q1 2024 in Review

Moody National Bank Trust Division sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 477,808 shares — an estimated $9.91M sold.

Moody National Bank Trust Division first reported a position in SCHG in Q4 2023 and held it in 1 quarter. The position peaked at $9.91M in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Moody National Bank Trust Division reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Moody National Bank Trust Division sold 477,808 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $9.91M.
  • Moody National Bank Trust Division first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and held it in 1 quarter.
  • Moody National Bank Trust Division's Schwab US Large-Cap Growth ETF position peaked at $9.91M in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Moody National Bank Trust Division's 13F filing for Q1 2024, filed 4 Apr 2024.