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Wela Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wela Strategies’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
-31,321
Closed -$3.61M – 70
2024
Q4 		$3.61M Buy
+31,321
New +$857K 1.56% 15

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LPL Financial
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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

Wela Strategies's SCHG Position: Q1 2025 in Review

Wela Strategies sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2025, closing a stake of 31,321 shares — an estimated $3.61M sold.

Wela Strategies first reported a position in SCHG in Q4 2024 and held it in 1 quarter. The position peaked at $3.61M in Q4 2024. 1,376 funds tracked by Wall St. Rank hold SCHG as of Q1 2025.

  • Wela Strategies reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Wela Strategies sold 31,321 Schwab US Large-Cap Growth ETF shares in Q1 2025, an estimated $3.61M.
  • Wela Strategies first reported a position in Schwab US Large-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • Wela Strategies's Schwab US Large-Cap Growth ETF position peaked at $3.61M in Q4 2024.
  • 1,376 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2025.

Based on Wela Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.