PS
SCHG icon

Planned Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Planned Solutions’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
Q4 		– Sell
-716
Closed -$18.6K – 532
2024
Q3 		$18.6K Buy
+716
New +$18K 0.01% 398
2024
Q1 		– Sell
-476
Closed -$9.87K – 460
2023
Q4 		$9.87K Buy
+476
New +$9.21K ﹤0.01% 423
2021
Q1 		– Sell
-96
Closed -$2K – 342
2020
Q4 		$2K Buy
+96
New +$1.46K ﹤0.01% 436

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $10B AUM 15.14% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Planned Solutions's SCHG Position: Q4 2024 in Review

Planned Solutions sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 716 shares — an estimated $18.6K sold.

Planned Solutions first reported a position in SCHG in Q4 2020 and held it in 3 quarters. The position peaked at $18.6K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Planned Solutions reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 716 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $18.6K.
  • Planned Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 3 quarters.
  • Planned Solutions's Schwab US Large-Cap Growth ETF position peaked at $18.6K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.