GHAM
SCHG icon

Gilman Hill Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gilman Hill Asset 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
2023
Q3 		– Sell
-12,532
Closed -$235K – 218
2023
Q2 		$235K Buy
12,532
+4
+0% +$69 0.04% 189
2023
Q1 		$204K Buy
+12,528
New +$190K 0.04% 194
2022
Q4 		– Sell
-15,316
Closed -$214K – 222
2022
Q3 		$214K Buy
15,316
+4
+0% +$63 0.05% 198
2022
Q2 		$222K Buy
15,312
+4,148
+37% +$66.3K 0.05% 195
2022
Q1 		$209K Buy
11,164
+4
+0% +$73 0.05% 196
2021
Q4 		$228K Buy
+11,160
New +$223K 0.05% 199

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
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Gilman Hill Asset Management's SCHG Position: Q3 2023 in Review

Gilman Hill Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 12,532 shares — an estimated $235K sold.

Gilman Hill Asset Management first reported a position in SCHG in Q4 2021 and held it in 6 quarters. The position peaked at $235K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • Gilman Hill Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Gilman Hill Asset Management sold 12,532 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $235K.
  • Gilman Hill Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 6 quarters.
  • Gilman Hill Asset Management's Schwab US Large-Cap Growth ETF position peaked at $235K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Gilman Hill Asset Management's 13F filing for Q3 2023, filed 13 Oct 2023.