BPB
SCHG icon

Badgley, Phelps & Bell’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Badgley, Phelps & Bell’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
Q2 		$535K Buy
29,328
+1,984
+7% +$34.3K 0.02% 157
2021
Q1 		$444K Hold
27,344
– – 0.02% 162
2020
Q4 		$439K Buy
27,344
+1,920
+8% +$29.1K 0.02% 160
2020
Q3 		$366K Sell
25,424
-2,808
-10% -$39.1K 0.02% 163
2020
Q2 		$358K Hold
28,232
– – 0.02% 160
2020
Q1 		$281K Sell
28,232
-2,728
-9% -$31.1K 0.02% 155
2019
Q4 		$360K Sell
30,960
-1,784
-5% -$19.7K 0.02% 159
2019
Q3 		$344K Sell
32,744
-3,112
-9% -$32.8K 0.02% 155
2019
Q2 		$373K Hold
35,856
– – 0.02% 155
2019
Q1 		$356K Buy
35,856
+7,032
+24% +$66.5K 0.02% 161
2018
Q4 		$248K Hold
28,824
– – 0.02% 169
2018
Q3 		$296K Buy
28,824
+5,944
+26% +$59.2K 0.02% 166
2018
Q2 		$217K Hold
22,880
– – 0.01% 174
2018
Q1 		$205K Sell
22,880
-4,200
-16% -$38.7K 0.01% 182
2017
Q4 		$239K Buy
27,080
+760
+3% +$6.53K 0.02% 177
2017
Q3 		$217K Buy
+26,320
New +$213K 0.02% 147

Other funds holding SCHG

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Badgley, Phelps & Bell's SCHG Position: Q2 2021 in Review

Badgley, Phelps & Bell increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.3% in Q2 2021, buying an estimated $34.3K and bringing the position to 29,328 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #157.

Badgley, Phelps & Bell first reported a position in SCHG in Q3 2017 and has held it in 16 quarters since. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Badgley, Phelps & Bell held 29,328 shares of Schwab US Large-Cap Growth ETF worth $535K as of Q2 2021.
  • Badgley, Phelps & Bell bought 1,984 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $34.3K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Badgley, Phelps & Bell's portfolio in Q2 2021, its #157 holding.
  • Badgley, Phelps & Bell first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 16 quarters since.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Badgley, Phelps & Bell's 13F filing for Q2 2021, filed 28 Jul 2021.