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

Bragg 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
Q1 		– Sell
-12,000
Closed -$222K – 322
2021
Q4 		$222K Hold
12,000
– – 0.01% 289
2021
Q3 		$222K Buy
+12,000
New +$229K 0.01% 289

Other funds holding SCHG

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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bragg Financial Advisors's SCHG Position: Q1 2022 in Review

Bragg Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 12,000 shares — an estimated $222K sold.

Bragg Financial Advisors first reported a position in SCHG in Q3 2021 and held it in 2 quarters. The position peaked at $222K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Bragg Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Bragg Financial Advisors sold 12,000 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $222K.
  • Bragg Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Bragg Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $222K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Bragg Financial Advisors's 13F filing for Q1 2022, filed 11 May 2022.