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Dopkins Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Dopkins Wealth 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
Q4 		– Sell
-150,756
Closed -$2.1M – 47
2022
Q3 		$2.1M Sell
150,756
-5,488
-4% -$86K 2.36% 9
2022
Q2 		$2.27M Sell
156,244
-1,308
-0.8% -$20.9K 2.45% 9
2022
Q1 		$2.95M Sell
157,552
-2,960
-2% -$54K 3.2% 7
2021
Q4 		$3.29M Buy
+160,512
New +$3.21M 3.24% 8

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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

Dopkins Wealth Management's SCHG Position: Q4 2022 in Review

Dopkins Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 150,756 shares — an estimated $2.1M sold.

Dopkins Wealth Management first reported a position in SCHG in Q4 2021 and held it in 4 quarters. The position peaked at $3.29M in Q4 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Dopkins Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Dopkins Wealth Management sold 150,756 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $2.1M.
  • Dopkins Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
  • Dopkins Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $3.29M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Dopkins Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.