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Roof Eidam Maycock Peralta (REMP)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Roof Eidam Maycock Peralta (REMP)’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
-41,081
Closed -$1.14M – 129
2024
Q4 		$1.14M Buy
41,081
+2,841
+7% +$77.7K 0.3% 51
2024
Q3 		$996K Hold
38,240
– – 0.25% 57
2024
Q2 		$964K Hold
38,240
– – 0.26% 56
2024
Q1 		$886K Hold
38,240
– – 0.24% 59
2023
Q4 		$793K Buy
38,240
+400
+1% +$7.74K 0.24% 64
2023
Q3 		$688K Hold
37,840
– – 0.23% 71
2023
Q2 		$709K Hold
37,840
– – 0.24% 66
2023
Q1 		$617K Hold
37,840
– – 0.23% 68
2022
Q4 		$526K Buy
+37,840
New +$544K 0.19% 73

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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 $4.02B AUM 20% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s SCHG Position: Q1 2025 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 41,081 shares — an estimated $1.14M sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in SCHG in Q4 2022 and held it in 9 quarters. The position peaked at $1.14M in Q4 2024. 1,377 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 41,081 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $1.14M.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
  • Roof Eidam Maycock Peralta (REMP)'s Schwab US Large-Cap Growth ETF position peaked at $1.14M in Q4 2024.
  • 1,377 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q1 2025, filed 9 May 2025.