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Petix & Botte Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-202,860
Closed -$4.7M – 146
2024
Q1 		$4.7M Buy
+202,860
New +$4.49M 1.17% 26

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Petix & Botte Financial's SCHG Position: Q2 2024 in Review

Petix & Botte Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 202,860 shares — an estimated $4.7M sold.

Petix & Botte Financial first reported a position in SCHG in Q1 2024 and held it in 1 quarter. The position peaked at $4.7M in Q1 2024. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Petix & Botte Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 202,860 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $4.7M.
  • Petix & Botte Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's Schwab US Large-Cap Growth ETF position peaked at $4.7M in Q1 2024.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.