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Heritage Wealth Management (Arizona)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		– Sell
-2,460
Closed -$34K – 1099
2022
Q3 		$34K Buy
+2,460
New +$38.5K 0.01% 453

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APP
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s SCHG Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 2,460 shares — an estimated $34K sold.

Heritage Wealth Management (Arizona) first reported a position in SCHG in Q3 2022 and held it in 1 quarter. The position peaked at $34K in Q3 2022. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Heritage Wealth Management (Arizona) reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Heritage Wealth Management (Arizona) sold 2,460 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $34K.
  • Heritage Wealth Management (Arizona) first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Heritage Wealth Management (Arizona)'s Schwab US Large-Cap Growth ETF position peaked at $34K in Q3 2022.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.