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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RJFSA

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

Wealth Management Resources's SCHG Position: Q3 2024 in Review

Wealth Management Resources sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 12,484 shares — an estimated $315K sold.

Wealth Management Resources first reported a position in SCHG in Q4 2021 and held it in 8 quarters. The position peaked at $339K in Q1 2024. 1,230 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

Wealth Management Resources reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Wealth Management Resources sold 12,484 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $315K.
Wealth Management Resources first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 8 quarters.
Wealth Management Resources's Schwab US Large-Cap Growth ETF position peaked at $339K in Q1 2024.
1,230 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Wealth Management Resources's 13F filing for Q3 2024, filed 31 Oct 2024.