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Richard W. Paul & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-104
Closed -$1.89K – 533
2023
Q3 		$1.89K Hold
104
– – ﹤0.01% 408
2023
Q2 		$1.95K Hold
104
– – ﹤0.01% 436
2023
Q1 		$1.69K Hold
104
– – ﹤0.01% 449
2022
Q4 		$1.45K Buy
+104
New +$1.5K ﹤0.01% 448

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

Richard W. Paul & Associates's SCHG Position: Q4 2023 in Review

Richard W. Paul & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 104 shares — an estimated $1.89K sold.

Richard W. Paul & Associates first reported a position in SCHG in Q4 2022 and held it in 4 quarters. The position peaked at $1.95K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Richard W. Paul & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 104 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $1.89K.
  • Richard W. Paul & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 4 quarters.
  • Richard W. Paul & Associates's Schwab US Large-Cap Growth ETF position peaked at $1.95K in Q2 2023.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Richard W. Paul & Associates's 13F filing for Q4 2023, filed 23 Jan 2024.