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Planning Capital Management Corporation’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Planning Capital Management Corporation’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
Q3 		$587K Buy
22,544
+28
+0.1% +$705 0.39% 47
2024
Q2 		$568K Hold
22,516
– – 0.4% 48
2024
Q1 		$522K Sell
22,516
-188
-0.8% -$4.16K 0.38% 46
2023
Q4 		$471K Buy
+22,704
New +$439K 0.37% 44

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Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $11.5B AUM 18.82% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

Planning Capital Management Corporation's SCHG Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q3 2024, buying an estimated $705 and bringing the position to 22,544 shares worth $587K. The position accounts for 0.39% of the portfolio, ranked #47.

Planning Capital Management Corporation first reported a position in SCHG in Q4 2023 and has held it in 4 quarters since. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

  • Planning Capital Management Corporation held 22,544 shares of Schwab US Large-Cap Growth ETF worth $587K as of Q3 2024.
  • Planning Capital Management Corporation bought 28 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $705.
  • Schwab US Large-Cap Growth ETF made up 0.39% of Planning Capital Management Corporation's portfolio in Q3 2024, its #47 holding.
  • Planning Capital Management Corporation first reported a position in Schwab US Large-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.