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

FundX Investment 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 Q4	$488K	Hold	23,848	–	–	0.12%	39
2021 Q3	$441K	Buy	23,848 +1,040	+5%	+$19.8K	0.21%	31
2021 Q2	$2.49M	Sell	22,808 -12,216	-35%	-$211K	0.26%	18
2021 Q1	$568K	Sell	35,024 -5,536	-14%	-$90.1K	0.32%	28
2020 Q4	$651K	Hold	40,560	–	–	0.27%	28
2020 Q3	$584K	Buy	40,560 +11,448	+39%	+$160K	0.22%	28
2020 Q2	$370K	Buy	+29,112	New	+$339K	0.16%	30
2020 Q1	–	Sell	-17,280	Closed	-$201K	–	66
2019 Q4	$201K	Buy	+17,280	New	+$190K	0.05%	60

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's SCHG Position: Q4 2021 in Review

FundX Investment Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2021 at 23,848 shares worth $488K. The position accounts for 0.12% of the portfolio, ranked #39.

FundX Investment Group first reported a position in SCHG in Q4 2019 and has held it in 8 quarters since. The position peaked at $2.49M in Q2 2021. 840 funds tracked by Wall St. Rank hold SCHG as of Q4 2021.

FundX Investment Group held 23,848 shares of Schwab US Large-Cap Growth ETF worth $488K as of Q4 2021.
FundX Investment Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2021.
Schwab US Large-Cap Growth ETF made up 0.12% of FundX Investment Group's portfolio in Q4 2021, its #39 holding.
FundX Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 8 quarters since.
FundX Investment Group's Schwab US Large-Cap Growth ETF position peaked at $2.49M in Q2 2021.
840 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.