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

Ahrens Investment 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
2023
Q1 		$88.2K Buy
+5,412
New +$82.1K 0.04% 233
2022
Q3 		– Sell
-5,388
Closed -$78K – 757
2022
Q2 		$78K Sell
5,388
-1,096
-17% -$17.5K 0.03% 264
2022
Q1 		$121K Sell
6,484
-9,404
-59% -$171K 0.04% 242
2021
Q4 		$325K Buy
+15,888
New +$318K 0.14% 132

Other funds holding SCHG

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Ahrens Investment Partners's SCHG Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023: 5,412 shares worth $88.2K. The stake represents 0.04% of the portfolio and ranks #233 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SCHG as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SCHG in Q4 2021 and has held it in 4 quarters since. The position peaked at $325K in Q4 2021. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Ahrens Investment Partners held 5,412 shares of Schwab US Large-Cap Growth ETF worth $88.2K as of Q1 2023.
  • Schwab US Large-Cap Growth ETF was a new Ahrens Investment Partners position in Q1 2023.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Ahrens Investment Partners's portfolio in Q1 2023, its #233 holding.
  • Ahrens Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • Ahrens Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $325K in Q4 2021.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.