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Heritage Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Financial Services’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
-2,120
Closed -$30K – 393
2022
Q2 		$30K Buy
+2,120
New +$33.9K 0.02% 202

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FPCG
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Heritage Financial Services's SCHG Position: Q3 2022 in Review

Heritage Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 2,120 shares — an estimated $30K sold.

Heritage Financial Services first reported a position in SCHG in Q2 2022 and held it in 1 quarter. The position peaked at $30K in Q2 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Heritage Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 2,120 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $30K.
  • Heritage Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Schwab US Large-Cap Growth ETF position peaked at $30K in Q2 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.