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New York Life Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

New York Life Investment 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
Q3 		– Sell
-79,332
Closed -$2M – 872
2024
Q2 		$2M Buy
+79,332
New +$1.87M 0.02% 549
2023
Q2 		– Sell
-203,692
Closed -$3.32M – 1341
2023
Q1 		$3.32M Sell
203,692
-34,284
-14% -$520K 0.04% 394
2022
Q4 		$3.31M Sell
237,976
-13,548
-5% -$195K 0.04% 410
2022
Q3 		$3.51M Buy
251,524
+39,240
+18% +$615K 0.04% 378
2022
Q2 		$3.08M Buy
+212,284
New +$3.39M 0.04% 408

Other funds holding SCHG

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
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 York Life Investment Management's SCHG Position: Q3 2024 in Review

New York Life Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 79,332 shares — an estimated $2M sold.

New York Life Investment Management first reported a position in SCHG in Q2 2022 and held it in 5 quarters. The position peaked at $3.51M in Q3 2022. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • New York Life Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
  • New York Life Investment Management sold 79,332 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $2M.
  • New York Life Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 5 quarters.
  • New York Life Investment Management's Schwab US Large-Cap Growth ETF position peaked at $3.51M in Q3 2022.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on New York Life Investment Management's 13F filing for Q3 2024, filed 7 Nov 2024.