DACG
SCHG icon

Donor Advised Charitable Giving’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Donor Advised Charitable Giving’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
Q4 		– Sell
-24,156
Closed -$337K – 47
2022
Q3 		$337K Buy
24,156
+3,112
+15% +$48.8K 0.07% 31
2022
Q2 		$305K Sell
21,044
-3,492
-14% -$55.8K 0.05% 32
2022
Q1 		$459K Buy
+24,536
New +$447K 0.05% 32

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Donor Advised Charitable Giving's SCHG Position: Q4 2022 in Review

Donor Advised Charitable Giving sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 24,156 shares — an estimated $337K sold.

Donor Advised Charitable Giving first reported a position in SCHG in Q1 2022 and held it in 3 quarters. The position peaked at $459K in Q1 2022. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Donor Advised Charitable Giving reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 24,156 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $337K.
  • Donor Advised Charitable Giving first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 3 quarters.
  • Donor Advised Charitable Giving's Schwab US Large-Cap Growth ETF position peaked at $459K in Q1 2022.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Donor Advised Charitable Giving's 13F filing for Q4 2022, filed 13 Jan 2023.