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Zimmermann Investment Management & Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Zimmermann Investment Management & Planning’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
-107,904
Closed -$2.81M – 110
2024
Q3 		$2.81M Buy
107,904
+2,868
+3% +$72.2K 0.86% 31
2024
Q2 		$2.65M Buy
105,036
+6,388
+6% +$151K 0.88% 33
2024
Q1 		$2.29M Buy
98,648
+1,832
+2% +$40.5K 0.82% 35
2023
Q4 		$2.01M Buy
96,816
+4,324
+5% +$83.6K 0.82% 36
2023
Q3 		$1.68M Sell
92,492
-18,300
-17% -$344K 0.81% 39
2023
Q2 		$2.08M Buy
110,792
+58,776
+113% +$1.01M 0.97% 36
2023
Q1 		$847K Sell
52,016
-11,936
-19% -$181K 0.44% 50
2022
Q4 		$888K Sell
63,952
-51,560
-45% -$741K 0.51% 39
2022
Q3 		$1.61M Sell
115,512
-7,036
-6% -$110K 1% 26
2022
Q2 		$1.78M Buy
122,548
+23,744
+24% +$380K 1.22% 26
2022
Q1 		$1.85M Buy
98,804
+1,380
+1% +$25.2K 1.1% 28
2021
Q4 		$1.99M Buy
+97,424
New +$1.95M 1.12% 31

Other funds holding SCHG

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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 $10B AUM 15.14% 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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Zimmermann Investment Management & Planning's SCHG Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2024, closing a stake of 107,904 shares — an estimated $2.81M sold.

Zimmermann Investment Management & Planning first reported a position in SCHG in Q4 2021 and held it in 12 quarters. The position peaked at $2.81M in Q3 2024. 1,381 funds tracked by Wall St. Rank hold SCHG as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 107,904 Schwab US Large-Cap Growth ETF shares in Q4 2024, an estimated $2.81M.
  • Zimmermann Investment Management & Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Schwab US Large-Cap Growth ETF position peaked at $2.81M in Q3 2024.
  • 1,381 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.