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SignalPoint Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SignalPoint Asset Management’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
Q4 		$1.17M Buy
42,001
+1,889
+5% +$51.7K 0.29% 59
2024
Q3 		$1.04M Buy
40,112
+2,188
+6% +$55.1K 0.24% 79
2024
Q2 		$956K Buy
37,924
+856
+2% +$20.2K 0.26% 85
2024
Q1 		$859K Sell
37,068
-604
-2% -$13.4K 0.24% 88
2023
Q4 		$781K Buy
37,672
+568
+2% +$11K 0.23% 92
2023
Q3 		$675K Buy
37,104
+5,456
+17% +$103K 0.22% 95
2023
Q2 		$593K Buy
31,648
+284
+0.9% +$4.87K 0.18% 112
2023
Q1 		$511K Sell
31,364
-2,036
-6% -$30.9K 0.16% 124
2022
Q4 		$464K Buy
33,400
+1,324
+4% +$19K 0.16% 129
2022
Q3 		$447K Buy
32,076
+1,812
+6% +$28.4K 0.17% 118
2022
Q2 		$438K Buy
30,264
+776
+3% +$12.4K 0.16% 127
2022
Q1 		$552K Sell
29,488
-944
-3% -$17.2K 0.18% 118
2021
Q4 		$622K Buy
30,432
+8
+0% +$160 0.19% 110
2021
Q3 		$563K Buy
30,424
+168
+0.6% +$3.2K 0.18% 116
2021
Q2 		$522K Sell
30,256
-480
-2% -$8.3K 0.17% 126
2021
Q1 		$499K Sell
30,736
-960
-3% -$15.6K 0.18% 121
2020
Q4 		$509K Sell
31,696
-1,000
-3% -$15.2K 0.19% 110
2020
Q3 		$471K Sell
32,696
-208
-0.6% -$2.9K 0.2% 108
2020
Q2 		$418K Buy
32,904
+864
+3% +$10.1K 0.19% 106
2020
Q1 		$319K Buy
32,040
+2,912
+10% +$33.2K 0.17% 116
2019
Q4 		$338K Buy
29,128
+1,976
+7% +$21.8K 0.14% 137
2019
Q3 		$285K Buy
27,152
+1,048
+4% +$11K 0.13% 172
2019
Q2 		$272K Buy
26,104
+2,296
+10% +$23.3K 0.13% 178
2019
Q1 		$236K Buy
+23,808
New +$225K 0.1% 195

Other funds holding SCHG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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 $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SignalPoint Asset Management's SCHG Position: Q4 2024 in Review

SignalPoint Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 4.7% in Q4 2024, buying an estimated $51.7K and bringing the position to 42,001 shares worth $1.17M. The position accounts for 0.29% of the portfolio, ranked #59.

SignalPoint Asset Management first reported a position in SCHG in Q1 2019 and has held it in 24 quarters since. 1,385 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • SignalPoint Asset Management held 42,001 shares of Schwab US Large-Cap Growth ETF worth $1.17M as of Q4 2024.
  • SignalPoint Asset Management bought 1,889 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $51.7K.
  • Schwab US Large-Cap Growth ETF made up 0.29% of SignalPoint Asset Management's portfolio in Q4 2024, its #59 holding.
  • SignalPoint Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 24 quarters since.
  • 1,385 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.