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Goodwin Investment Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Goodwin Investment Advisory’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
-1,856
Closed -$26.9K – 237
2022
Q2 		$26.9K Hold
1,856
– – 0.02% 90
2022
Q1 		$35K Hold
1,856
– – 0.02% 100
2021
Q4 		$38K Hold
1,856
– – 0.03% 91
2021
Q3 		$34K Buy
1,856
+656
+55% +$12.5K 0.03% 88
2021
Q2 		$22K Buy
+1,200
New +$20.8K 0.02% 96

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

Goodwin Investment Advisory's SCHG Position: Q3 2022 in Review

Goodwin Investment Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 1,856 shares — an estimated $26.9K sold.

Goodwin Investment Advisory first reported a position in SCHG in Q2 2021 and held it in 5 quarters. The position peaked at $38K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Goodwin Investment Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Goodwin Investment Advisory sold 1,856 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $26.9K.
  • Goodwin Investment Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 5 quarters.
  • Goodwin Investment Advisory's Schwab US Large-Cap Growth ETF position peaked at $38K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Goodwin Investment Advisory's 13F filing for Q3 2022, filed 14 Nov 2022.