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Baltimore-Washington Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Baltimore-Washington Financial 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
2022
Q4 		– Sell
-1,848
Closed -$257K – 145
2022
Q3 		$257K Buy
+1,848
New +$29K 0.02% 137

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APP
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SCHG Position: Q4 2022 in Review

Baltimore-Washington Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 1,848 shares — an estimated $257K sold.

Baltimore-Washington Financial Advisors first reported a position in SCHG in Q3 2022 and held it in 1 quarter. The position peaked at $257K in Q3 2022. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Baltimore-Washington Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,848 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $257K.
  • Baltimore-Washington Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $257K in Q3 2022.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.