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

BDO 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
2023 Q2	$14.6K	Hold	776	–	–	﹤0.01%	649
2023 Q1	$12.7K	Hold	776	–	–	﹤0.01%	658
2022 Q4	$10.8K	Sell	776 -2,396	-76%	-$34.4K	﹤0.01%	673
2022 Q3	$44K	Buy	3,172 +2,400	+311%	+$37.6K	0.01%	425
2022 Q2	$11K	Hold	772	–	–	﹤0.01%	672
2022 Q1	$14K	Sell	772 -4	-0.5%	-$73	﹤0.01%	670
2021 Q4	$16K	Hold	776	–	–	﹤0.01%	659
2021 Q3	$14K	Hold	776	–	–	﹤0.01%	679
2021 Q2	$14K	Hold	776	–	–	﹤0.01%	701
2021 Q1	$13K	Sell	776 -8,776	-92%	-$143K	﹤0.01%	697
2020 Q4	$153K	Sell	9,552 -88	-0.9%	-$1.33K	0.02%	256
2020 Q3	$139K	Hold	9,640	–	–	0.02%	245
2020 Q2	$122K	Buy	9,640 +864	+10%	+$10.1K	0.02%	262
2020 Q1	$87K	Buy	8,776 +480	+6%	+$5.48K	0.02%	282
2019 Q4	$96K	Hold	8,296	–	–	0.02%	252
2019 Q3	$87K	Hold	8,296	–	–	0.02%	266
2019 Q2	$86K	Buy	+8,296	New	+$84.3K	0.02%	258
2019 Q1	–	Sell	-6,960	Closed	-$60K	–	660
2018 Q4	$60K	Sell	6,960 -1,248	-15%	-$11.6K	0.02%	246
2018 Q3	$84K	Hold	8,208	–	–	0.03%	233
2018 Q2	$78K	Buy	+8,208	New	+$76.4K	0.03%	239

Other funds holding SCHG

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

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

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

AIA

Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

BDO Wealth Advisors's SCHG Position: Q2 2023 in Review

BDO Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2023 at 776 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

BDO Wealth Advisors first reported a position in SCHG in Q2 2018 and has held it in 20 quarters since. The position peaked at $153K in Q4 2020. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

BDO Wealth Advisors held 776 shares of Schwab US Large-Cap Growth ETF worth $14.6K as of Q2 2023.
BDO Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2023.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #649 holding.
BDO Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and has held it in 20 quarters since.
BDO Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $153K in Q4 2020.
942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.