Wolverine Trading’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wolverine Trading’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	-36,800	Closed	-$954K	–	5794
2024 Q3	$954K	Buy	36,800 +25,600	+229%	+$644K	﹤0.01%	2393
2024 Q2	$282K	Buy	+11,200	New	+$264K	﹤0.01%	3467
2024 Q1	–	Sell	-57,600	Closed	-$1.19M	–	5187
2023 Q4	$1.19M	Buy	57,600 +31,600	+122%	+$611K	﹤0.01%	2137
2023 Q3	$473K	Buy	+26,000	New	+$489K	﹤0.01%	2826
2022 Q1	–	Sell	-12,000	Closed	-$248K	–	6321
2021 Q4	$248K	Buy	+12,000	New	+$240K	﹤0.01%	4402
2020 Q3	–	Sell	-128,000	Closed	-$1.6M	–	5070
2020 Q2	$1.6M	Sell	128,000 -11,200	-8%	-$131K	﹤0.01%	1590
2020 Q1	$1.41M	Buy	+139,200	New	+$1.59M	﹤0.01%	1641
2018 Q4	–	Sell	-57,600	Closed	-$591K	–	5232
2018 Q3	$591K	Buy	+57,600	New	+$574K	﹤0.01%	2908
2018 Q1	–	Sell	-33,600	Closed	-$297K	–	5750
2017 Q4	$297K	Buy	+33,600	New	+$289K	﹤0.01%	3642

Other funds holding SCHG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Wolverine Trading's SCHG Position: Q3 2024 in Review

Wolverine Trading sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2024, closing a stake of 21,180 shares — an estimated $533K sold.

Wolverine Trading first reported a position in SCHG in Q2 2017 and held it in 10 quarters. The position peaked at $4.59M in Q4 2023. 1,228 funds tracked by Wall St. Rank hold SCHG as of Q3 2024.

Wolverine Trading reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2024 after selling out during the quarter.
Wolverine Trading sold 21,180 Schwab US Large-Cap Growth ETF shares in Q3 2024, an estimated $533K.
Wolverine Trading first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 10 quarters.
Wolverine Trading's Schwab US Large-Cap Growth ETF position peaked at $4.59M in Q4 2023.
1,228 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2024.

Based on Wolverine Trading's 13F filing for Q3 2024, filed 14 Nov 2024.