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New England Capital Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New England Capital Financial 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
Q3 		– Sell
-28
Closed -$707 – 414
2024
Q2 		$707 Hold
28
– – ﹤0.01% 352
2024
Q1 		$650 Buy
+28
New +$619 ﹤0.01% 357

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MG
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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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

New England Capital Financial Advisors's SCHG Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 28 shares — an estimated $707 sold.

New England Capital Financial Advisors first reported a position in SCHG in Q1 2024 and held it in 2 quarters. The position peaked at $707 in Q2 2024. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • New England Capital Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • New England Capital Financial Advisors sold 28 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $707.
  • New England Capital Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 2 quarters.
  • New England Capital Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $707 in Q2 2024.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.