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

Endurance 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
2023 Q2	$135K	Hold	7,200	–	–	0.02%	241
2023 Q1	$117K	Hold	7,200	–	–	0.02%	256
2022 Q4	$100K	Hold	7,200	–	–	0.02%	253
2022 Q3	$100K	Hold	7,200	–	–	0.02%	246
2022 Q2	$104K	Sell	7,200 -704	-9%	-$11.3K	0.02%	251
2022 Q1	$148K	Hold	7,904	–	–	0.02%	233
2021 Q4	$162K	Buy	+7,904	New	+$158K	0.02%	238

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Endurance Wealth Management's SCHG Position: Q2 2023 in Review

Endurance Wealth Management held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2023 at 7,200 shares worth $135K. The position accounts for 0.02% of the portfolio, ranked #241.

Endurance Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 7 quarters since. The position peaked at $162K in Q4 2021. 943 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

Endurance Wealth Management held 7,200 shares of Schwab US Large-Cap Growth ETF worth $135K as of Q2 2023.
Endurance Wealth Management left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2023.
Schwab US Large-Cap Growth ETF made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #241 holding.
Endurance Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
Endurance Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $162K in Q4 2021.
943 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.