Danda Trouve Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Danda Trouve Investment Management’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	$4K	Buy	+296	New	+$4.64K	0.01%	99

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

APP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

Danda Trouve Investment Management's SCHG Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022: 296 shares worth $4K. The stake represents 0.01% of the portfolio and ranks #99 among its holdings.

791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

Danda Trouve Investment Management held 296 shares of Schwab US Large-Cap Growth ETF worth $4K as of Q3 2022.
Schwab US Large-Cap Growth ETF was a new Danda Trouve Investment Management position in Q3 2022.
Schwab US Large-Cap Growth ETF made up 0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #99 holding.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.