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Sugarloaf Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sugarloaf Wealth 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 		$8.36K Hold
300
– – ﹤0.01% 523
2024
Q3 		$7.81K Buy
+300
New +$7.55K ﹤0.01% 526

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sugarloaf Wealth Management's SCHG Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2024 at 300 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Sugarloaf Wealth Management first reported a position in SCHG in Q3 2024 and has held it in 2 quarters since. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Sugarloaf Wealth Management held 300 shares of Schwab US Large-Cap Growth ETF worth $8.36K as of Q4 2024.
  • Sugarloaf Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2024.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #523 holding.
  • Sugarloaf Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and has held it in 2 quarters since.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.