First Manhattan’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

First Manhattan’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 Q3	–	Sell	-24	Closed	-$449	–	1558
2023 Q2	$449	Buy	+24	New	+$411	﹤0.01%	1366
2023 Q1	–	Sell	-4	Closed	-$55	–	1680
2022 Q4	$55	Sell	4 -1,644	-100%	-$23.6K	﹤0.01%	1654
2022 Q3	$22K	Buy	+1,648	New	+$25.8K	﹤0.01%	1076
2021 Q1	–	Sell	-208	Closed	-$3K	–	1548
2020 Q4	$3K	Buy	+208	New	+$3.15K	﹤0.01%	1257

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

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

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

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

First Manhattan's SCHG Position: Q3 2023 in Review

First Manhattan sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 24 shares — an estimated $449 sold.

First Manhattan first reported a position in SCHG in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q3 2022. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

First Manhattan reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
First Manhattan sold 24 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $449.
First Manhattan first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
First Manhattan's Schwab US Large-Cap Growth ETF position peaked at $22K in Q3 2022.
971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on First Manhattan's 13F filing for Q3 2023, filed 14 Nov 2023.