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Frontier Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Frontier Wealth Management’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 		$731K Sell
50,436
-2,788
-5% -$44.6K 0.05% 203
2022
Q1 		$938K Sell
53,224
-4,216
-7% -$76.9K 0.01% 186
2021
Q4 		$1.18M Sell
57,440
-3,352
-6% -$67K 0.08% 164
2021
Q3 		$1.13M Buy
60,792
+4,096
+7% +$78K 0.08% 164
2021
Q2 		$1.03M Buy
56,696
+1,656
+3% +$28.7K 0.07% 175
2021
Q1 		$893K Sell
55,040
-2,208
-4% -$35.9K 0.07% 179
2020
Q4 		$919K Buy
57,248
+64
+0.1% +$971 0.08% 170
2020
Q3 		$823K Sell
57,184
-3,408
-6% -$47.5K 0.08% 167
2020
Q2 		$769K Sell
60,592
-20,624
-25% -$240K 0.07% 171
2020
Q1 		$809K Sell
81,216
-55,672
-41% -$635K 0.13% 135
2019
Q4 		$1.59M Sell
136,888
-9,360
-6% -$103K 0.25% 92
2019
Q3 		$1.54M Sell
146,248
-5,376
-4% -$56.7K 0.23% 94
2019
Q2 		$1.58M Sell
151,624
-3,816
-2% -$38.8K 0.23% 91
2019
Q1 		$1.54M Sell
155,440
-4,144
-3% -$39.2K 0.21% 107
2018
Q4 		$1.38M Sell
159,584
-21,096
-12% -$196K 0.21% 111
2018
Q3 		$1.85M Sell
180,680
-11,152
-6% -$111K 0.18% 94
2018
Q2 		$1.82M Sell
191,832
-9,336
-5% -$86.9K 0.26% 87
2018
Q1 		$1.8M Sell
201,168
-3,800
-2% -$35K 0.25% 98
2017
Q4 		$1.81M Sell
204,968
-19,160
-9% -$165K 0.29% 83
2017
Q3 		$1.85M Sell
224,128
-12,448
-5% -$101K 0.27% 97
2017
Q2 		$1.87M Sell
236,576
-48,392
-17% -$377K 0.29% 89
2017
Q1 		$2.15M Sell
284,968
-43,608
-13% -$322K 0.33% 80
2016
Q4 		$2.29M Sell
328,576
-49,480
-13% -$342K 0.37% 76
2016
Q3 		$2.62M Sell
378,056
-83,968
-18% -$577K 0.4% 67
2016
Q2 		$3.03M Sell
462,024
-51,072
-10% -$336K 0.48% 48
2016
Q1 		$3.36M Sell
513,096
-25,888
-5% -$160K 0.28% 46
2015
Q4 		$3.56M Sell
538,984
-20,632
-4% -$138K 0.57% 42
2015
Q3 		$3.5M Sell
559,616
-23,304
-4% -$155K 0.55% 44
2015
Q2 		$3.91M Sell
582,920
-48,216
-8% -$329K 0.6% 38
2015
Q1 		$4.25M Sell
631,136
-123,448
-16% -$818K 0.68% 32
2014
Q4 		$4.88M Buy
+754,584
New +$4.75M 0.92% 22

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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 $445B AUM 25.58% 1-Year Est. Return

Frontier Wealth Management's SCHG Position: Q2 2022 in Review

Frontier Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 5.2% in Q2 2022, selling an estimated $44.6K and leaving 50,436 shares worth $731K. The position accounts for 0.05% of the portfolio, ranked #203.

Frontier Wealth Management first reported a position in SCHG in Q4 2014 and has held it in 31 quarters since. The position peaked at $4.88M in Q4 2014. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Frontier Wealth Management held 50,436 shares of Schwab US Large-Cap Growth ETF worth $731K as of Q2 2022.
  • Frontier Wealth Management sold 2,788 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $44.6K.
  • Schwab US Large-Cap Growth ETF made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #203 holding.
  • Frontier Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 31 quarters since.
  • Frontier Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $4.88M in Q4 2014.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.