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Bell Rock Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Bell Rock Capital’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
Q3 		– Sell
-49,940
Closed -$724K – 109
2022
Q2 		$724K Buy
+49,940
New +$798K 0.56% 16

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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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Bell Rock Capital's SCHG Position: Q3 2022 in Review

Bell Rock Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 49,940 shares — an estimated $724K sold.

Bell Rock Capital first reported a position in SCHG in Q2 2022 and held it in 1 quarter. The position peaked at $724K in Q2 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Bell Rock Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Bell Rock Capital sold 49,940 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $724K.
  • Bell Rock Capital first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Bell Rock Capital's Schwab US Large-Cap Growth ETF position peaked at $724K in Q2 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Bell Rock Capital's 13F filing for Q3 2022, filed 28 Oct 2022.