BRWM
SCHG icon

B. Riley Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

B. Riley 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 		$281 Buy
19,412
+24
+0.1% +$384 ﹤0.01% 548
2022
Q1 		$363K Buy
+19,388
New +$354K 0.03% 401

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

B. Riley Wealth Management's SCHG Position: Q2 2022 in Review

B. Riley Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q2 2022, buying an estimated $384 and bringing the position to 19,412 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #548.

B. Riley Wealth Management first reported a position in SCHG in Q1 2022 and has held it in 2 quarters since. The position peaked at $363K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • B. Riley Wealth Management held 19,412 shares of Schwab US Large-Cap Growth ETF worth $281 as of Q2 2022.
  • B. Riley Wealth Management bought 24 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $384.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #548 holding.
  • B. Riley Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 2 quarters since.
  • B. Riley Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $363K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.