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PKS Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PKS Advisory Services’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
2025
Q1 		– Sell
-7,182
Closed -$200K – 266
2024
Q4 		$200K Buy
+7,182
New +$196K 0.05% 233

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PKS Advisory Services's SCHG Position: Q1 2025 in Review

PKS Advisory Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 7,182 shares — an estimated $200K sold.

PKS Advisory Services first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • PKS Advisory Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • PKS Advisory Services sold 7,182 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $200K.
  • PKS Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • PKS Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $200K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on PKS Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.