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

Wealth Management Resources’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 Q3	–	Sell	-12,484	Closed	-$315K	–	34
2024 Q2	$315K	Sell	12,484 -2,160	-15%	-$51K	0.14%	33
2024 Q1	$339K	Sell	14,644 -520	-3%	-$11.5K	0.15%	35
2023 Q4	$315K	Hold	15,164	–	–	0.15%	35
2023 Q3	$276K	Buy	15,164 +2,144	+16%	+$40.4K	0.13%	37
2023 Q2	$244K	Buy	13,020 +520	+4%	+$8.91K	0.14%	34
2023 Q1	$204K	Buy	+12,500	New	+$190K	0.13%	44
2022 Q2	–	Sell	-13,004	Closed	-$243K	–	44
2022 Q1	$243K	Buy	13,004 +12	+0.1%	+$219	0.17%	39
2021 Q4	$266K	Buy	+12,992	New	+$260K	0.17%	41

Other funds holding SCHG

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return