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Eagle Rock Investment Company’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Eagle Rock Investment Company’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
2023
Q1 		– Sell
-50,060
Closed -$720K – 135
2022
Q4 		$720K Buy
+50,060
New +$720K 0.17% 98

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Eagle Rock Investment Company's SCHG Position: Q1 2023 in Review

Eagle Rock Investment Company sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 50,060 shares — an estimated $720K sold.

Eagle Rock Investment Company first reported a position in SCHG in Q4 2022 and held it in 1 quarter. The position peaked at $720K in Q4 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Eagle Rock Investment Company reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Eagle Rock Investment Company sold 50,060 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $720K.
  • Eagle Rock Investment Company first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • Eagle Rock Investment Company's Schwab US Large-Cap Growth ETF position peaked at $720K in Q4 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Eagle Rock Investment Company's 13F filing for Q1 2023, filed 10 Apr 2023.