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Founders Financial Alliance’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Founders Financial Alliance’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
Q3 		– Sell
-7,972
Closed -$116K – 533
2022
Q2 		$116K Buy
+7,972
New +$127K 0.06% 247
2022
Q1 		– Sell
-272
Closed -$6K – 470
2021
Q4 		$6K Hold
272
– – ﹤0.01% 449
2021
Q3 		$5K Hold
272
– – ﹤0.01% 426
2021
Q2 		$5K Buy
+272
New +$4.71K ﹤0.01% 445

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
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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Founders Financial Alliance's SCHG Position: Q3 2022 in Review

Founders Financial Alliance sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 7,972 shares — an estimated $116K sold.

Founders Financial Alliance first reported a position in SCHG in Q2 2021 and held it in 4 quarters. The position peaked at $116K in Q2 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Founders Financial Alliance reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Founders Financial Alliance sold 7,972 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $116K.
  • Founders Financial Alliance first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 4 quarters.
  • Founders Financial Alliance's Schwab US Large-Cap Growth ETF position peaked at $116K in Q2 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Founders Financial Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.