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

TCFG 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 		– Sell
-9,404
Closed -$245K – 242
2024
Q3 		$245K Buy
+9,404
New +$237K 0.12% 182

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Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
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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

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

TCFG Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 9,404 shares — an estimated $245K sold.

TCFG Wealth Management first reported a position in SCHG in Q3 2024 and held it in 1 quarter. The position peaked at $245K in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • TCFG Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • TCFG Wealth Management sold 9,404 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $245K.
  • TCFG Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2024 and held it in 1 quarter.
  • TCFG Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $245K in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on TCFG Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.