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Cordasco Financial Network’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Cordasco Financial 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
2022
Q2 		$12K Hold
824
– – 0.01% 347
2022
Q1 		$15K Buy
824
+760
+1,188% +$13.9K 0.01% 321
2021
Q4 		$1K Buy
+64
New +$1.28K ﹤0.01% 541

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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 $424B AUM 22.96% 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

Cordasco Financial Network's SCHG Position: Q2 2022 in Review

Cordasco Financial Network held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2022 at 824 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #347.

Cordasco Financial Network first reported a position in SCHG in Q4 2021 and has held it in 3 quarters since. The position peaked at $15K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Cordasco Financial Network held 824 shares of Schwab US Large-Cap Growth ETF worth $12K as of Q2 2022.
  • Cordasco Financial Network left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2022.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Cordasco Financial Network's portfolio in Q2 2022, its #347 holding.
  • Cordasco Financial Network first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Cordasco Financial Network's Schwab US Large-Cap Growth ETF position peaked at $15K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Cordasco Financial Network's 13F filing for Q2 2022, filed 15 Jul 2022.