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Aries Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Aries Wealth Management’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 		– Sell
-20,360
Closed -$381K – 218
2022
Q1 		$381K Buy
+20,360
New +$371K 0.16% 56

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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Aries Wealth Management's SCHG Position: Q2 2022 in Review

Aries Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 20,360 shares — an estimated $381K sold.

Aries Wealth Management first reported a position in SCHG in Q1 2022 and held it in 1 quarter. The position peaked at $381K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Aries Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Aries Wealth Management sold 20,360 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $381K.
  • Aries Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Aries Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $381K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Aries Wealth Management's 13F filing for Q2 2022, filed 27 Jul 2022.