Horan Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Horan Securities’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	–	Sell	-80	Closed	-$1.12K	–	815
2022 Q4	$1.12K	Hold	80	–	–	﹤0.01%	619
2022 Q3	$1K	Hold	80	–	–	﹤0.01%	561
2022 Q2	$1K	Hold	80	–	–	﹤0.01%	643
2022 Q1	$2K	Hold	80	–	–	﹤0.01%	456
2021 Q4	$2K	Buy	+80	New	+$1.6K	﹤0.01%	459
2019 Q3	–	Sell	-1,208	Closed	-$13K	–	292
2019 Q2	$13K	Buy	+1,208	New	+$12.3K	0.01%	150

Other funds holding SCHG

Financial Engines Advisors

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

SEI Investments

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

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

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

Envestnet Asset Management

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return