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Northwest Investment Counselors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Northwest Investment Counselors’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 		$15.3K Buy
+588
New +$14.8K ﹤0.01% 381
2019
Q4 		– Sell
-9,280
Closed -$97K – 428
2019
Q3 		$97K Buy
+9,280
New +$97.8K 0.03% 176
2017
Q4 		– Sell
-7,024
Closed -$58K – 271
2017
Q3 		$58K Hold
7,024
– – 0.03% 173
2017
Q2 		$55K Buy
+7,024
New +$54.7K 0.02% 166

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Northwest Investment Counselors's SCHG Position: Q3 2024 in Review

Northwest Investment Counselors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024: 588 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Northwest Investment Counselors previously reported a position in SCHG as recently as Q3 2019.

Northwest Investment Counselors first reported a position in SCHG in Q2 2017 and has held it in 4 quarters since. The position peaked at $97K in Q3 2019. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Northwest Investment Counselors held 588 shares of Schwab US Large-Cap Growth ETF worth $15.3K as of Q3 2024.
  • Schwab US Large-Cap Growth ETF was a new Northwest Investment Counselors position in Q3 2024.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Northwest Investment Counselors's portfolio in Q3 2024, its #381 holding.
  • Northwest Investment Counselors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and has held it in 4 quarters since.
  • Northwest Investment Counselors's Schwab US Large-Cap Growth ETF position peaked at $97K in Q3 2019.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.