Atlas Private Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-5,288	Closed	-$98K	–	594
2021 Q3	$98K	Sell	5,288 -1,320	-20%	-$25.1K	0.05%	172
2021 Q2	$121K	Hold	6,608	–	–	0.07%	146
2021 Q1	$107K	Hold	6,608	–	–	0.06%	156
2020 Q4	$106K	Hold	6,608	–	–	0.07%	152
2020 Q3	$95K	Hold	6,608	–	–	0.08%	149
2020 Q2	$84K	Buy	+6,608	New	+$77K	0.07%	159

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Private Wealth Advisors's SCHG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2021, closing a stake of 5,288 shares — an estimated $98K sold.

Atlas Private Wealth Advisors first reported a position in SCHG in Q2 2020 and held it in 6 quarters. The position peaked at $121K in Q2 2021. 840 funds tracked by Wall St. Rank hold SCHG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 5,288 Schwab US Large-Cap Growth ETF shares in Q4 2021, an estimated $98K.
Atlas Private Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $121K in Q2 2021.
840 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.