HC Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

HC Financial Advisors’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	$96K	Buy	+6,600	New	+$106K	0.06%	100

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

APP

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HC Financial Advisors's SCHG Position: Q2 2022 in Review

HC Financial Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022: 6,600 shares worth $96K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

HC Financial Advisors held 6,600 shares of Schwab US Large-Cap Growth ETF worth $96K as of Q2 2022.
Schwab US Large-Cap Growth ETF was a new HC Financial Advisors position in Q2 2022.
Schwab US Large-Cap Growth ETF made up 0.06% of HC Financial Advisors's portfolio in Q2 2022, its #100 holding.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.