FG
SCHG icon

Foster Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Foster Group’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
2021
Q2 		– Sell
-25,528
Closed -$414K – 141
2021
Q1 		$414K Hold
25,528
– – 0.06% 88
2020
Q4 		$411K Buy
+25,528
New +$387K 0.08% 72

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Foster Group's SCHG Position: Q2 2021 in Review

Foster Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 25,528 shares — an estimated $414K sold.

Foster Group first reported a position in SCHG in Q4 2020 and held it in 2 quarters. The position peaked at $414K in Q1 2021. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Foster Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Foster Group sold 25,528 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $414K.
  • Foster Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 2 quarters.
  • Foster Group's Schwab US Large-Cap Growth ETF position peaked at $414K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Foster Group's 13F filing for Q2 2021, filed 9 Aug 2021.