Column Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Column Capital 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 Q3	$47.8K	Hold	2,628	–	–	0.01%	330
2023 Q2	$49.3K	Buy	2,628 +4	+0.2%	+$69	0.01%	325
2023 Q1	$42.8K	Hold	2,624	–	–	0.01%	343
2022 Q4	$36.5K	Buy	2,624 +4	+0.2%	+$58	0.01%	343
2022 Q3	$37K	Buy	2,620 +320	+14%	+$5.01K	0.01%	314
2022 Q2	$33K	Buy	2,300 +4	+0.2%	+$64	0.01%	330
2022 Q1	$43K	Hold	2,296	–	–	0.01%	312
2021 Q4	$47K	Hold	2,296	–	–	0.01%	308
2021 Q3	$43K	Buy	2,296 +8	+0.3%	+$152	0.01%	293
2021 Q2	$42K	Buy	2,288 +168	+8%	+$2.91K	0.01%	301
2021 Q1	$34K	Sell	2,120 -8	-0.4%	-$130	0.01%	317
2020 Q4	$34K	Buy	2,128 +88	+4%	+$1.33K	0.01%	320
2020 Q3	$29K	Hold	2,040	–	–	0.01%	321
2020 Q2	$25K	Buy	2,040 +80	+4%	+$933	0.01%	344
2020 Q1	$20K	Buy	1,960 +720	+58%	+$8.21K	0.01%	313
2019 Q4	$14K	Buy	+1,240	New	+$13.7K	0.01%	409

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Column Capital Advisors's SCHG Position: Q3 2023 in Review

Column Capital Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2023 at 2,628 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #330.

Column Capital Advisors first reported a position in SCHG in Q4 2019 and has held it in 16 quarters since. The position peaked at $49.3K in Q2 2023. 970 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

Column Capital Advisors held 2,628 shares of Schwab US Large-Cap Growth ETF worth $47.8K as of Q3 2023.
Column Capital Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2023.
Schwab US Large-Cap Growth ETF made up 0.01% of Column Capital Advisors's portfolio in Q3 2023, its #330 holding.
Column Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 16 quarters since.
Column Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $49.3K in Q2 2023.
970 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.