Paragon Wealth Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Paragon Wealth Strategies’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
2023 Q4	$222K	Buy	+10,684	New	+$207K	0.06%	35

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Paragon Wealth Strategies's SCHG Position: Q4 2023 in Review

Paragon Wealth Strategies opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023: 10,684 shares worth $222K. The stake represents 0.06% of the portfolio and ranks #35 among its holdings.

1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

Paragon Wealth Strategies held 10,684 shares of Schwab US Large-Cap Growth ETF worth $222K as of Q4 2023.
Schwab US Large-Cap Growth ETF was a new Paragon Wealth Strategies position in Q4 2023.
Schwab US Large-Cap Growth ETF made up 0.06% of Paragon Wealth Strategies's portfolio in Q4 2023, its #35 holding.
1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Paragon Wealth Strategies's 13F filing for Q4 2023, filed 3 Jan 2024.