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

Elk River 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
Q3 		– Sell
-208,180
Closed -$3.02M – 105
2022
Q2 		$3.02M Sell
208,180
-37,784
-15% -$604K 0.76% 41
2022
Q1 		$4.6M Buy
+245,964
New +$4.49M 1.01% 29

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FPCG
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GSIS
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Elk River Wealth Management's SCHG Position: Q3 2022 in Review

Elk River Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 208,180 shares — an estimated $3.02M sold.

Elk River Wealth Management first reported a position in SCHG in Q1 2022 and held it in 2 quarters. The position peaked at $4.6M in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Elk River Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Elk River Wealth Management sold 208,180 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $3.02M.
  • Elk River Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 2 quarters.
  • Elk River Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $4.6M in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Elk River Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.