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Foresight Capital Management Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Foresight Capital Management 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
Q2 		– Sell
-792
Closed -$15K – 123
2022
Q1 		$15K Hold
792
– – 0.02% 100
2021
Q4 		$16K Buy
+792
New +$15.8K 0.02% 101

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
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

Foresight Capital Management Advisors's SCHG Position: Q2 2022 in Review

Foresight Capital Management Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 792 shares — an estimated $15K sold.

Foresight Capital Management Advisors first reported a position in SCHG in Q4 2021 and held it in 2 quarters. The position peaked at $16K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Foresight Capital Management Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Foresight Capital Management Advisors sold 792 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $15K.
  • Foresight Capital Management Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • Foresight Capital Management Advisors's Schwab US Large-Cap Growth ETF position peaked at $16K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Foresight Capital Management Advisors's 13F filing for Q2 2022, filed 11 Jul 2022.