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

FourThought Financial’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	$108K	Hold	7,760	–	–	0.02%	418
2022 Q2	$113K	Hold	7,760	–	–	0.02%	408
2022 Q1	$145K	Hold	7,760	–	–	0.02%	388
2021 Q4	$159K	Hold	7,760	–	–	0.02%	376
2021 Q3	$143K	Hold	7,760	–	–	0.02%	405
2021 Q2	$141K	Hold	7,760	–	–	0.02%	419
2021 Q1	$125K	Hold	7,760	–	–	0.02%	445
2020 Q4	$124K	Buy	+7,760	New	+$118K	0.02%	438

Other funds holding SCHG

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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

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

FourThought Financial's SCHG Position: Q3 2022 in Review

FourThought Financial held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2022 at 7,760 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #418.

FourThought Financial first reported a position in SCHG in Q4 2020 and has held it in 8 quarters since. The position peaked at $159K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

FourThought Financial held 7,760 shares of Schwab US Large-Cap Growth ETF worth $108K as of Q3 2022.
FourThought Financial left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2022.
Schwab US Large-Cap Growth ETF made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #418 holding.
FourThought Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Schwab US Large-Cap Growth ETF position peaked at $159K in Q4 2021.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.