Eaton Vance Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Eaton Vance 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 Q2	–	Sell	-25,256	Closed	-$472K	–	1771
2022 Q1	$472K	Buy	25,256 +16,000	+173%	+$292K	﹤0.01%	1530
2021 Q4	$189K	Hold	9,256	–	–	﹤0.01%	1585
2021 Q3	$0	Buy	9,256 +8	+0.1%	+$152	﹤0.01%	2583
2021 Q2	$169K	Buy	9,248 +1,312	+17%	+$22.7K	﹤0.01%	1687
2021 Q1	$129K	Sell	7,936 -24,424	-75%	-$397K	﹤0.01%	1551
2020 Q4	$520K	Buy	+32,360	New	+$491K	﹤0.01%	1219

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Eaton Vance Management's SCHG Position: Q2 2022 in Review

Eaton Vance Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 25,256 shares — an estimated $472K sold.

Eaton Vance Management first reported a position in SCHG in Q4 2020 and held it in 6 quarters. The position peaked at $520K in Q4 2020. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

Eaton Vance Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
Eaton Vance Management sold 25,256 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $472K.
Eaton Vance Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Eaton Vance Management's Schwab US Large-Cap Growth ETF position peaked at $520K in Q4 2020.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Eaton Vance Management's 13F filing for Q2 2022, filed 15 Aug 2022.