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American Portfolios Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

American Portfolios Advisors’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
Q3 		$3.96M Buy
284,016
+138,428
+95% +$2.17M 0.17% 123
2022
Q2 		$2.11M Buy
145,588
+6,596
+5% +$105K 0.09% 238
2022
Q1 		$2.6M Buy
138,992
+11,912
+9% +$217K 0.09% 239
2021
Q4 		$2.6M Buy
127,080
+13,456
+12% +$269K 0.09% 234
2021
Q3 		$2.1M Buy
113,624
+25,072
+28% +$478K 0.08% 262
2021
Q2 		$1.62M Buy
88,552
+7,152
+9% +$124K 0.06% 300
2021
Q1 		$1.32M Buy
81,400
+77,360
+1,915% +$1.26M 0.06% 321
2020
Q4 		$64.8K Sell
4,040
-52,568
-93% -$797K ﹤0.01% 1328
2020
Q3 		$815K Sell
56,608
-186,832
-77% -$2.6M 0.05% 347
2020
Q2 		$3.09M Buy
243,440
+189,400
+350% +$2.21M 0.2% 101
2020
Q1 		$538K Sell
54,040
-7,128
-12% -$81.3K 0.04% 351
2019
Q4 		$710K Buy
61,168
+2,216
+4% +$24.4K 0.05% 335
2019
Q3 		$619K Buy
58,952
+7,264
+14% +$76.6K 0.05% 341
2019
Q2 		$538K Buy
51,688
+10,712
+26% +$109K 0.05% 369
2019
Q1 		$407K Buy
40,976
+40,792
+22,170% +$386K 0.04% 415
2018
Q4 		$1.58K Sell
184
-19,920
-99% -$186K ﹤0.01% 2185
2018
Q3 		$206K Buy
20,104
+1,984
+11% +$19.8K 0.02% 566
2018
Q2 		$172K Sell
18,120
-1,240
-6% -$11.5K 0.02% 610
2018
Q1 		$174K Sell
19,360
-139,416
-88% -$1.29M 0.03% 568
2017
Q4 		$1.4M Buy
+158,776
New +$1.36M 0.22% 100

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

American Portfolios Advisors's SCHG Position: Q3 2022 in Review

American Portfolios Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 95% in Q3 2022, buying an estimated $2.17M and bringing the position to 284,016 shares worth $3.96M. The position accounts for 0.17% of the portfolio, ranked #123.

American Portfolios Advisors first reported a position in SCHG in Q4 2017 and has held it in 20 quarters since. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • American Portfolios Advisors held 284,016 shares of Schwab US Large-Cap Growth ETF worth $3.96M as of Q3 2022.
  • American Portfolios Advisors bought 138,428 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $2.17M.
  • Schwab US Large-Cap Growth ETF made up 0.17% of American Portfolios Advisors's portfolio in Q3 2022, its #123 holding.
  • American Portfolios Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 20 quarters since.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.