FMB
SCHG icon

Field & Main Bank’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Field & Main Bank’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 		– Sell
-420
Closed -$6.84K – 260
2023
Q1 		$6.84K Hold
420
– – ﹤0.01% 234
2022
Q4 		$5.83K Buy
+420
New +$6.04K ﹤0.01% 245

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 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 $3.25B AUM 14.16% 1-Year Est. Return

Field & Main Bank's SCHG Position: Q2 2023 in Review

Field & Main Bank sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 420 shares — an estimated $6.84K sold.

Field & Main Bank first reported a position in SCHG in Q4 2022 and held it in 2 quarters. The position peaked at $6.84K in Q1 2023. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • Field & Main Bank reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Field & Main Bank sold 420 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $6.84K.
  • Field & Main Bank first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 2 quarters.
  • Field & Main Bank's Schwab US Large-Cap Growth ETF position peaked at $6.84K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Field & Main Bank's 13F filing for Q2 2023, filed 26 Jul 2023.