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Berman Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Berman Capital 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
2021
Q2 		– Sell
-24
Closed – – 2023
2021
Q1 		$0 Buy
+24
New +$391 ﹤0.01% 1882

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MG
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Osaic Holdings
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Berman Capital Advisors's SCHG Position: Q2 2021 in Review

Berman Capital Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 24 shares.

Berman Capital Advisors first reported a position in SCHG in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 699 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Berman Capital Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 24 Schwab US Large-Cap Growth ETF shares in Q2 2021.
  • Berman Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • Berman Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $0 in Q1 2021.
  • 699 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.