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Pacifica Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pacifica Partners’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
-24
Closed -$477 – 545
2023
Q4 		$477 Hold
24
– – ﹤0.01% 529
2023
Q3 		$438 Hold
24
– – ﹤0.01% 519
2023
Q2 		$450 Buy
+24
New +$411 ﹤0.01% 463

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $3.64B AUM 14.73% 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

Pacifica Partners's SCHG Position: Q1 2024 in Review

Pacifica Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2024, closing a stake of 24 shares — an estimated $477 sold.

Pacifica Partners first reported a position in SCHG in Q2 2023 and held it in 3 quarters. The position peaked at $477 in Q4 2023. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Pacifica Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2024 after selling out during the quarter.
  • Pacifica Partners sold 24 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $477.
  • Pacifica Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 3 quarters.
  • Pacifica Partners's Schwab US Large-Cap Growth ETF position peaked at $477 in Q4 2023.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Pacifica Partners's 13F filing for Q1 2024, filed 12 Apr 2024.