RG
SCHG icon

Retirement Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Retirement Group’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
Q1 		$1.89M Buy
81,572
+66,408
+438% +$1.47M 0.68% 23
2023
Q4 		$314K Buy
15,164
+4
+0% +$77 0.13% 80
2023
Q3 		$276K Hold
15,160
– – 0.11% 84
2023
Q2 		$284K Buy
15,160
+680
+5% +$11.7K 0.12% 83
2023
Q1 		$236K Buy
14,480
+4
+0% +$61 0.11% 82
2022
Q4 		$201K Buy
14,476
+6,200
+75% +$89.1K 0.1% 82
2022
Q3 		$115K Sell
8,276
-1,500
-15% -$23.5K 0.09% 80
2022
Q2 		$142K Sell
9,776
-1,596
-14% -$25.5K 0.06% 125
2022
Q1 		$213K Buy
11,372
+1,676
+17% +$30.6K 0.08% 111
2021
Q4 		$198K Buy
9,696
+2,240
+30% +$44.8K 0.09% 121
2021
Q3 		$138K Buy
7,456
+1,200
+19% +$22.9K 0.06% 140
2021
Q2 		$114K Hold
6,256
– – 0.05% 150
2021
Q1 		$101K Buy
6,256
+8
+0.1% +$130 0.05% 185
2020
Q4 		$100K Buy
6,248
+200
+3% +$3.03K 0.05% 183
2020
Q3 		$87K Buy
6,048
+240
+4% +$3.35K 0.05% 191
2020
Q2 		$74K Buy
+5,808
New +$67.7K 0.05% 205
2019
Q4 		$66K Buy
+5,720
New +$63K 0.04% 204

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Retirement Group's SCHG Position: Q1 2024 in Review

Retirement Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 438% in Q1 2024, buying an estimated $1.47M and bringing the position to 81,572 shares worth $1.89M. The position accounts for 0.68% of the portfolio, ranked #23.

Retirement Group first reported a position in SCHG in Q4 2019 and has held it in 17 quarters since. 1,134 funds tracked by Wall St. Rank hold SCHG as of Q1 2024.

  • Retirement Group held 81,572 shares of Schwab US Large-Cap Growth ETF worth $1.89M as of Q1 2024.
  • Retirement Group bought 66,408 Schwab US Large-Cap Growth ETF shares in Q1 2024, an estimated $1.47M.
  • Schwab US Large-Cap Growth ETF made up 0.68% of Retirement Group's portfolio in Q1 2024, its #23 holding.
  • Retirement Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 17 quarters since.
  • 1,134 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.