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Strategic Wealth Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Wealth Investment Group’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
-18,681
Closed -$521K – 97
2024
Q4 		$521K Buy
+18,681
New +$511K 0.06% 94

Other funds holding SCHG

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
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 $3.64B AUM 14.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Wealth Investment Group's SCHG Position: Q1 2025 in Review

Strategic Wealth Investment Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 18,681 shares — an estimated $521K sold.

Strategic Wealth Investment Group first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $521K in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Strategic Wealth Investment Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 18,681 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $521K.
  • Strategic Wealth Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Strategic Wealth Investment Group's Schwab US Large-Cap Growth ETF position peaked at $521K in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2025, filed 14 Apr 2025.