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Semus Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Semus Wealth Partners’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
Q2 		– Sell
-31,772
Closed -$736K – 131
2024
Q1 		$736K Sell
31,772
-72,200
-69% -$1.6M 0.62% 37
2023
Q4 		$2.16M Buy
103,972
+35,776
+52% +$692K 1.77% 13
2023
Q3 		$1.24M Buy
68,196
+22,180
+48% +$417K 1.15% 14
2023
Q2 		$862K Buy
+46,016
New +$789K 0.79% 27

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Semus Wealth Partners's SCHG Position: Q2 2024 in Review

Semus Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2024, closing a stake of 31,772 shares — an estimated $736K sold.

Semus Wealth Partners first reported a position in SCHG in Q2 2023 and held it in 4 quarters. The position peaked at $2.16M in Q4 2023. 1,185 funds tracked by Wall St. Rank hold SCHG as of Q2 2024.

  • Semus Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 31,772 Schwab US Large-Cap Growth ETF shares in Q2 2024, an estimated $736K.
  • Semus Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 4 quarters.
  • Semus Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $2.16M in Q4 2023.
  • 1,185 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.