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

Raleigh Capital Management’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
-848
Closed -$23.6K – 958
2024
Q4 		$23.6K Hold
848
– – 0.01% 423
2024
Q3 		$22.1K Buy
848
+4
+0.5% +$101 0.01% 419
2024
Q2 		$21.3K Hold
844
– – 0.01% 421
2024
Q1 		$19.6K Hold
844
– – 0.01% 426
2023
Q4 		$17.5K Hold
844
– – 0.01% 470
2023
Q3 		$15.3K Hold
844
– – 0.01% 433
2023
Q2 		$15.8K Buy
844
+4
+0.5% +$69 0.01% 417
2023
Q1 		$13.7K Sell
840
-6,256
-88% -$95K 0.01% 440
2022
Q4 		$98.6K Buy
+7,096
New +$102K 0.05% 214

Other funds holding SCHG

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Raleigh Capital Management's SCHG Position: Q1 2025 in Review

Raleigh Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 848 shares — an estimated $23.6K sold.

Raleigh Capital Management first reported a position in SCHG in Q4 2022 and held it in 9 quarters. The position peaked at $98.6K in Q4 2022. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Raleigh Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 848 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $23.6K.
  • Raleigh Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
  • Raleigh Capital Management's Schwab US Large-Cap Growth ETF position peaked at $98.6K in Q4 2022.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.