HGWM
SCHG icon

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

Harvest Group 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
2023
Q1 		$9.17M Buy
563,104
+155,164
+38% +$2.36M 5.7% 4
2022
Q4 		$5.67M Buy
407,940
+19,664
+5% +$283K 3.72% 10
2022
Q3 		$5.59M Buy
388,276
+13,144
+4% +$206K 3.72% 10
2022
Q2 		$6.01M Sell
375,132
-47,552
-11% -$760K 3.71% 10
2022
Q1 		$7.91M Buy
422,684
+414,636
+5,152% +$7.56M 4.5% 10
2021
Q4 		$165K Hold
8,048
– – 0.09% 34
2021
Q3 		$149K Sell
8,048
-744
-8% -$14.2K 0.09% 33
2021
Q2 		$160K Buy
+8,792
New +$152K 0.1% 30
2021
Q1 		– Sell
-8,792
Closed -$141K – 581
2020
Q4 		$141K Sell
8,792
-1,752
-17% -$26.6K 0.08% 54
2020
Q3 		$152K Buy
10,544
+5,616
+114% +$78.3K 0.11% 46
2020
Q2 		$62K Hold
4,928
– – 0.05% 68
2020
Q1 		$49K Sell
4,928
-24
-0.5% -$274 0.05% 77
2019
Q4 		$57K Sell
4,952
-970,288
-99% -$10.7M 0.05% 74
2019
Q3 		$10.2M Buy
975,240
+22,408
+2% +$236K 12.59% 1
2019
Q2 		$9.91M Sell
952,832
-214,432
-18% -$2.18M 12.78% 1
2019
Q1 		$11.6M Buy
1,167,264
+1,114,656
+2,119% +$10.5M 10.65% 1
2018
Q4 		$453K Buy
52,608
+6,648
+14% +$61.9K 0.59% 20
2018
Q3 		$471K Sell
45,960
-13,128
-22% -$131K 0.33% 20
2018
Q2 		$560K Sell
59,088
-32
-0.1% -$298 0.39% 25
2018
Q1 		$530K Buy
59,120
+24
+0% +$221 0.36% 27
2017
Q4 		$522K Buy
+59,096
New +$508K 0.32% 27

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Harvest Group Wealth Management's SCHG Position: Q1 2023 in Review

Harvest Group Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 38% in Q1 2023, buying an estimated $2.36M and bringing the position to 563,104 shares worth $9.17M. The position accounts for 5.7% of the portfolio, ranked #4.

Harvest Group Wealth Management first reported a position in SCHG in Q4 2017 and has held it in 21 quarters since. The position peaked at $11.6M in Q1 2019. 892 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Harvest Group Wealth Management held 563,104 shares of Schwab US Large-Cap Growth ETF worth $9.17M as of Q1 2023.
  • Harvest Group Wealth Management bought 155,164 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $2.36M.
  • Schwab US Large-Cap Growth ETF made up 5.7% of Harvest Group Wealth Management's portfolio in Q1 2023, its #4 holding.
  • Harvest Group Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 21 quarters since.
  • Harvest Group Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $11.6M in Q1 2019.
  • 892 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.