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Claraphi Advisory Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Claraphi Advisory Network’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
Q1 		– Sell
-27,992
Closed -$449K – 336
2020
Q4 		$449K Buy
+27,992
New +$425K 0.12% 155
2020
Q2 		– Sell
-1,600
Closed -$16K – 1018
2020
Q1 		$16K Buy
+1,600
New +$18.3K 0.01% 690

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Claraphi Advisory Network's SCHG Position: Q1 2021 in Review

Claraphi Advisory Network sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2021, closing a stake of 27,992 shares — an estimated $449K sold.

Claraphi Advisory Network first reported a position in SCHG in Q1 2020 and held it in 2 quarters. The position peaked at $449K in Q4 2020. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • Claraphi Advisory Network reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2021 after selling out during the quarter.
  • Claraphi Advisory Network sold 27,992 Schwab US Large-Cap Growth ETF shares in Q1 2021, an estimated $449K.
  • Claraphi Advisory Network first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Claraphi Advisory Network's Schwab US Large-Cap Growth ETF position peaked at $449K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

Based on Claraphi Advisory Network's 13F filing for Q1 2021, filed 30 Apr 2021.