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

Hoover 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
2021 Q2	$1.05M	Sell	57,600 -1,000	-2%	-$17.3K	0.19%	52
2021 Q1	$983K	Sell	58,600 -4,480	-7%	-$72.9K	0.18%	50
2020 Q4	$1M	Sell	63,080 -1,176	-2%	-$17.8K	0.25%	36
2020 Q3	$925K	Buy	64,256 +848	+1%	+$11.8K	0.3%	32
2020 Q2	$805K	Buy	63,408 +23,016	+57%	+$268K	0.31%	35
2020 Q1	$402K	Buy	40,392 +9,936	+33%	+$113K	0.22%	44
2019 Q4	$354K	Buy	30,456 +4,920	+19%	+$54.2K	0.17%	64
2019 Q3	$268K	Sell	25,536 -2,480	-9%	-$26.1K	0.24%	47
2019 Q2	$291K	Buy	28,016 +104	+0.4%	+$1.06K	0.27%	44
2019 Q1	$277K	Buy	27,912 +808	+3%	+$7.64K	0.26%	47
2018 Q4	$234K	Buy	+27,104	New	+$252K	0.26%	53

Other funds holding SCHG

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

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 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

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

Hoover Financial Advisors's SCHG Position: Q2 2021 in Review

Hoover Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.7% in Q2 2021, selling an estimated $17.3K and leaving 57,600 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #52.

Hoover Financial Advisors first reported a position in SCHG in Q4 2018 and has held it in 11 quarters since. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

Hoover Financial Advisors held 57,600 shares of Schwab US Large-Cap Growth ETF worth $1.05M as of Q2 2021.
Hoover Financial Advisors sold 1,000 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $17.3K.
Schwab US Large-Cap Growth ETF made up 0.19% of Hoover Financial Advisors's portfolio in Q2 2021, its #52 holding.
Hoover Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.