Prudential Financial
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Prudential Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Prudential 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
Q4 		– Sell
-1,409,488
Closed -$36.7M – 2626
2024
Q3 		$36.7M Buy
1,409,488
+112,976
+9% +$2.84M 0.05% 294
2024
Q2 		$32.7M Buy
1,296,512
+151,172
+13% +$3.57M 0.05% 306
2024
Q1 		$26.5M Buy
1,145,340
+140,204
+14% +$3.1M 0.04% 367
2023
Q4 		$20.8M Buy
1,005,136
+433,316
+76% +$8.38M 0.03% 433
2023
Q3 		$10.4M Buy
571,820
+379,268
+197% +$7.14M 0.02% 622
2023
Q2 		$3.61M Buy
192,552
+67,652
+54% +$1.16M 0.01% 1070
2023
Q1 		$1.83M Buy
124,900
+60,736
+95% +$922K ﹤0.01% 1396
2022
Q4 		$891K Sell
64,164
-5,432
-8% -$78.1K ﹤0.01% 1765
2022
Q3 		$987K Buy
69,596
+25,736
+59% +$403K ﹤0.01% 1753
2022
Q2 		$645K Buy
43,860
+26,552
+153% +$424K ﹤0.01% 2003
2022
Q1 		$324K Buy
+17,308
New +$316K ﹤0.01% 2369
2020
Q2 		– Sell
-25,456
Closed -$253K – 2458
2020
Q1 		$253K Sell
25,456
-208
-0.8% -$2.37K ﹤0.01% 2118
2019
Q4 		$298K Sell
25,664
-1,944
-7% -$21.4K ﹤0.01% 2207
2019
Q3 		$290K Sell
27,608
-22,776
-45% -$240K ﹤0.01% 2212
2019
Q2 		$524K Buy
50,384
+12,896
+34% +$131K ﹤0.01% 2069
2019
Q1 		$372K Buy
37,488
+9,048
+32% +$85.6K ﹤0.01% 2166
2018
Q4 		$245K Buy
+28,440
New +$265K ﹤0.01% 2184

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Prudential Financial's SCHG Position: Q4 2024 in Review

Prudential Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 1,409,488 shares — an estimated $36.7M sold.

Prudential Financial first reported a position in SCHG in Q4 2018 and held it in 17 quarters. The position peaked at $36.7M in Q3 2024. 1,385 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Prudential Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Prudential Financial sold 1,409,488 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $36.7M.
  • Prudential Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 17 quarters.
  • Prudential Financial's Schwab US Large-Cap Growth ETF position peaked at $36.7M in Q3 2024.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Prudential Financial's 13F filing for Q4 2024, filed 11 Feb 2025.