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Advisor Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisor Partners’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
2022
Q2 		$401K Hold
27,680
– – 0.03% 548
2022
Q1 		$518K Hold
27,680
– – 0.03% 501
2021
Q4 		$567K Hold
27,680
– – 0.03% 481
2021
Q3 		$512K Hold
27,680
– – 0.03% 481
2021
Q2 		$505K Hold
27,680
– – 0.03% 501
2021
Q1 		$449K Hold
27,680
– – 0.03% 507
2020
Q4 		$445K Buy
+27,680
New +$420K 0.03% 487

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Advisor Partners's SCHG Position: Q2 2022 in Review

Advisor Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2022 at 27,680 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #548.

Advisor Partners first reported a position in SCHG in Q4 2020 and has held it in 7 quarters since. The position peaked at $567K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Advisor Partners held 27,680 shares of Schwab US Large-Cap Growth ETF worth $401K as of Q2 2022.
  • Advisor Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2022.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Advisor Partners's portfolio in Q2 2022, its #548 holding.
  • Advisor Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 7 quarters since.
  • Advisor Partners's Schwab US Large-Cap Growth ETF position peaked at $567K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.