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Savior LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Savior LLC’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
-32
Closed -$582 – 93
2023
Q3 		$582 Sell
32
-1,160
-97% -$21.8K ﹤0.01% 108
2023
Q2 		$22.3K Sell
1,192
-9,816
-89% -$168K 0.09% 52
2023
Q1 		$179K Sell
11,008
-180
-2% -$2.73K 0.15% 36
2022
Q4 		$155K Sell
11,188
-144
-1% -$2.07K 0.14% 37
2022
Q3 		$158K Sell
11,332
-148
-1% -$2.32K 0.15% 41
2022
Q2 		$166K Sell
11,480
-4,856
-30% -$77.6K 0.15% 36
2022
Q1 		$310K Buy
16,336
+16,168
+9,624% +$295K 0.23% 37
2021
Q4 		$3K Hold
168
– – ﹤0.01% 147
2021
Q3 		$3K Sell
168
-72
-30% -$1.37K ﹤0.01% 152
2021
Q2 		$4K Hold
240
– – ﹤0.01% 628
2021
Q1 		$4K Hold
240
– – ﹤0.01% 644
2020
Q4 		$4K Buy
240
+8
+3% +$121 ﹤0.01% 624
2020
Q3 		$3K Buy
232
+96
+71% +$1.34K ﹤0.01% 642
2020
Q2 		$2K Hold
136
– – ﹤0.01% 666
2020
Q1 		$1K Sell
136
-4,392
-97% -$50.1K ﹤0.01% 750
2019
Q4 		$53K Buy
+4,528
New +$49.9K 0.07% 146

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

Savior LLC's SCHG Position: Q4 2023 in Review

Savior LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2023, closing a stake of 32 shares — an estimated $582 sold.

Savior LLC first reported a position in SCHG in Q4 2019 and held it in 16 quarters. The position peaked at $310K in Q1 2022. 1,096 funds tracked by Wall St. Rank hold SCHG as of Q4 2023.

  • Savior LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Savior LLC sold 32 Schwab US Large-Cap Growth ETF shares in Q4 2023, an estimated $582.
  • Savior LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 16 quarters.
  • Savior LLC's Schwab US Large-Cap Growth ETF position peaked at $310K in Q1 2022.
  • 1,096 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2023.

Based on Savior LLC's 13F filing for Q4 2023, filed 1 Feb 2024.