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Edge Capital Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Edge Capital Group’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
-13,612
Closed -$255K – 367
2022
Q1 		$255K Buy
13,612
+12
+0.1% +$219 0.02% 264
2021
Q4 		$278K Sell
13,600
-89,888
-87% -$1.8M 0.02% 240
2021
Q3 		$1.92M Buy
103,488
+8
+0% +$152 0.15% 100
2021
Q2 		$1.89M Buy
103,480
+16
+0% +$277 0.15% 100
2021
Q1 		$1.68M Sell
103,464
-3,584
-3% -$58.3K 0.14% 101
2020
Q4 		$1.72M Sell
107,048
-17,656
-14% -$268K 0.14% 105
2020
Q3 		$1.79M Buy
124,704
+24
+0% +$335 0.18% 95
2020
Q2 		$1.58M Buy
124,680
+24
+0% +$280 0.17% 97
2020
Q1 		$1.24M Buy
124,656
+40
+0% +$456 0.15% 102
2019
Q4 		$1.45M Buy
124,616
+80
+0.1% +$882 0.14% 99
2019
Q3 		$1.31M Buy
124,536
+40
+0% +$422 0.13% 104
2019
Q2 		$1.29M Hold
124,496
– – 0.12% 106
2019
Q1 		$1.24M Buy
124,496
+72
+0.1% +$681 0.12% 105
2018
Q4 		$1.07M Buy
+124,424
New +$1.16M 0.12% 106

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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Edge Capital Group's SCHG Position: Q2 2022 in Review

Edge Capital Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 13,612 shares — an estimated $255K sold.

Edge Capital Group first reported a position in SCHG in Q4 2018 and held it in 14 quarters. The position peaked at $1.92M in Q3 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Edge Capital Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Edge Capital Group sold 13,612 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $255K.
  • Edge Capital Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 14 quarters.
  • Edge Capital Group's Schwab US Large-Cap Growth ETF position peaked at $1.92M in Q3 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Edge Capital Group's 13F filing for Q2 2022, filed 8 Aug 2022.