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

Clarus 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
2022
Q4 		– Sell
-54,684
Closed -$762K – 124
2022
Q3 		$762K Buy
+54,684
New +$857K 0.54% 39

Other funds holding SCHG

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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Clarus Wealth Advisors's SCHG Position: Q4 2022 in Review

Clarus Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 54,684 shares — an estimated $762K sold.

Clarus Wealth Advisors first reported a position in SCHG in Q3 2022 and held it in 1 quarter. The position peaked at $762K in Q3 2022. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Clarus Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Clarus Wealth Advisors sold 54,684 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $762K.
  • Clarus Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Clarus Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $762K in Q3 2022.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Clarus Wealth Advisors's 13F filing for Q4 2022, filed 12 Jan 2023.