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

Bordeaux 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 		– Sell
-26,984
Closed -$440K – 108
2023
Q1 		$440K Buy
+26,984
New +$410K 0.23% 62

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

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

Bordeaux Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 26,984 shares — an estimated $440K sold.

Bordeaux Wealth Advisors first reported a position in SCHG in Q1 2023 and held it in 1 quarter. The position peaked at $440K in Q1 2023. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • Bordeaux Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Bordeaux Wealth Advisors sold 26,984 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $440K.
  • Bordeaux Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • Bordeaux Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $440K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.