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Altus Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Altus Wealth Group’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 		– Sell
-246,016
Closed -$3.42M – 146
2022
Q4 		$3.42M Buy
+246,016
New +$3.54M 2.6% 7

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

Altus Wealth Group's SCHG Position: Q1 2023 in Review

Altus Wealth Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 246,016 shares — an estimated $3.42M sold.

Altus Wealth Group first reported a position in SCHG in Q4 2022 and held it in 1 quarter. The position peaked at $3.42M in Q4 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Altus Wealth Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Altus Wealth Group sold 246,016 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $3.42M.
  • Altus Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Altus Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $3.42M in Q4 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Altus Wealth Group's 13F filing for Q1 2023, filed 1 May 2023.