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Droms Strauss Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Droms Strauss Advisors’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
2020
Q3 		– Sell
-22,808
Closed -$290K – 49
2020
Q2 		$290K Buy
+22,808
New +$266K 0.2% 31

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Droms Strauss Advisors's SCHG Position: Q3 2020 in Review

Droms Strauss Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 22,808 shares — an estimated $290K sold.

Droms Strauss Advisors first reported a position in SCHG in Q2 2020 and held it in 1 quarter. The position peaked at $290K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Droms Strauss Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Droms Strauss Advisors sold 22,808 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $290K.
  • Droms Strauss Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Droms Strauss Advisors's Schwab US Large-Cap Growth ETF position peaked at $290K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Droms Strauss Advisors's 13F filing for Q3 2020, filed 11 Jan 2021.