WWP
SCHG icon

WR Wealth Planners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WR Wealth Planners’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 		$178K Sell
6,385
-5,179
-45% -$142K 0.06% 167
2024
Q3 		$301K Buy
11,564
+8,644
+296% +$218K 0.08% 145
2024
Q2 		$73.6K Buy
2,920
+620
+27% +$14.6K 0.02% 282
2024
Q1 		$53.3K Buy
+2,300
New +$50.9K 0.02% 324
2023
Q4 		– Sell
-560
Closed -$10.2K – 728
2023
Q3 		$10.2K Sell
560
-244
-30% -$4.59K ﹤0.01% 559
2023
Q2 		$15.1K Buy
+804
New +$13.8K 0.01% 478

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
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 $4.02B AUM 20% 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

WR Wealth Planners's SCHG Position: Q4 2024 in Review

WR Wealth Planners reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 45% in Q4 2024, selling an estimated $142K and leaving 6,385 shares worth $178K. The position accounts for 0.06% of the portfolio, ranked #167.

WR Wealth Planners first reported a position in SCHG in Q2 2023 and has held it in 6 quarters since. The position peaked at $301K in Q3 2024. 1,382 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • WR Wealth Planners held 6,385 shares of Schwab US Large-Cap Growth ETF worth $178K as of Q4 2024.
  • WR Wealth Planners sold 5,179 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $142K.
  • Schwab US Large-Cap Growth ETF made up 0.06% of WR Wealth Planners's portfolio in Q4 2024, its #167 holding.
  • WR Wealth Planners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and has held it in 6 quarters since.
  • WR Wealth Planners's Schwab US Large-Cap Growth ETF position peaked at $301K in Q3 2024.
  • 1,382 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.