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Corient Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Corient Capital Partners’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
Q3 		$1.79M Buy
211,416
+191,560
+965% +$3M 0.13% 139
2022
Q2 		$288K Sell
19,856
-984
-5% -$15.7K 0.02% 488
2022
Q1 		$390K Buy
20,840
+40
+0.2% +$729 0.03% 443
2021
Q4 		$426K Buy
+20,800
New +$416K 0.03% 405

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 $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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Corient Capital Partners's SCHG Position: Q3 2022 in Review

Corient Capital Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 965% in Q3 2022, buying an estimated $3M and bringing the position to 211,416 shares worth $1.79M. The position accounts for 0.13% of the portfolio, ranked #139.

Corient Capital Partners first reported a position in SCHG in Q4 2021 and has held it in 4 quarters since. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Corient Capital Partners held 211,416 shares of Schwab US Large-Cap Growth ETF worth $1.79M as of Q3 2022.
  • Corient Capital Partners bought 191,560 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $3M.
  • Schwab US Large-Cap Growth ETF made up 0.13% of Corient Capital Partners's portfolio in Q3 2022, its #139 holding.
  • Corient Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 4 quarters since.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Corient Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.