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Epic Trust Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Epic Trust Investment Advisors’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
Q1 		– Sell
-21,904
Closed -$448K – 95
2021
Q4 		$448K Buy
+21,904
New +$438K 0.65% 36

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

Epic Trust Investment Advisors's SCHG Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 21,904 shares — an estimated $448K sold.

Epic Trust Investment Advisors first reported a position in SCHG in Q4 2021 and held it in 1 quarter. The position peaked at $448K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 21,904 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $448K.
  • Epic Trust Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $448K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.