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Asset Planning Corporation’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-1,328
Closed -$21K – 56
2020
Q4 		$21K Buy
+1,328
New +$20.1K 0.02% 66

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Osaic Holdings
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Mariner
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Envestnet Asset Management
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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Asset Planning Corporation's SCHG Position: Q1 2021 in Review

Asset Planning Corporation sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2021, closing a stake of 1,328 shares — an estimated $21K sold.

Asset Planning Corporation first reported a position in SCHG in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • Asset Planning Corporation reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 1,328 Schwab US Large-Cap Growth ETF shares in Q1 2021, an estimated $21K.
  • Asset Planning Corporation first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Schwab US Large-Cap Growth ETF position peaked at $21K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.