RIA
SCHG icon

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

Retirement Investment Advisors’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
2023
Q4 		$225K Sell
10,840
-4,808
-31% -$93K 0.03% 47
2023
Q3 		$284K Sell
15,648
-248
-2% -$4.67K 0.03% 49
2023
Q2 		$298K Buy
+15,896
New +$273K 0.04% 50

Other funds holding SCHG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Retirement Investment Advisors's SCHG Position: Q4 2023 in Review

Retirement Investment Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 31% in Q4 2023, selling an estimated $93K and leaving 10,840 shares worth $225K. The position accounts for 0.03% of the portfolio, ranked #47.

Retirement Investment Advisors first reported a position in SCHG in Q2 2023 and has held it in 3 quarters since. The position peaked at $298K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Retirement Investment Advisors held 10,840 shares of Schwab US Large-Cap Growth ETF worth $225K as of Q4 2023.
  • Retirement Investment Advisors sold 4,808 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $93K.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Retirement Investment Advisors's portfolio in Q4 2023, its #47 holding.
  • Retirement Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 3 quarters since.
  • Retirement Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $298K in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Retirement Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.