Clear Perspectives Financial Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Clear Perspectives Financial Planning’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 Q1	$58.7K	Hold	3,600	–	–	0.03%	67
2022 Q4	$50K	Sell	3,600 -7,052	-66%	-$101K	0.03%	81
2022 Q3	$149K	Sell	10,652 -5,908	-36%	-$92.6K	0.07%	52
2022 Q2	$240K	Sell	16,560 -35,124	-68%	-$561K	0.09%	48
2022 Q1	$967K	Sell	51,684 -10,948	-17%	-$200K	0.37%	36
2021 Q4	$1.28M	Sell	62,632 -4,736	-7%	-$94.7K	0.52%	31
2021 Q3	$1.25M	Buy	67,368 +2,312	+4%	+$44K	0.56%	30
2021 Q2	$1.19M	Sell	65,056 -23,640	-27%	-$409K	0.57%	31
2021 Q1	$1.44M	Sell	88,696 -3,480	-4%	-$56.6K	0.83%	26
2020 Q4	$1.48M	Buy	+92,176	New	+$1.4M	0.94%	26

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Clear Perspectives Financial Planning's SCHG Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2023 at 3,600 shares worth $58.7K. The position accounts for 0.03% of the portfolio, ranked #67.

Clear Perspectives Financial Planning first reported a position in SCHG in Q4 2020 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2020. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

Clear Perspectives Financial Planning held 3,600 shares of Schwab US Large-Cap Growth ETF worth $58.7K as of Q1 2023.
Clear Perspectives Financial Planning left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2023.
Schwab US Large-Cap Growth ETF made up 0.03% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #67 holding.
Clear Perspectives Financial Planning first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 10 quarters since.
Clear Perspectives Financial Planning's Schwab US Large-Cap Growth ETF position peaked at $1.48M in Q4 2020.
891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.