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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 – 814
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 – 283
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 $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Horan Securities's SCHG Position: Q1 2023 in Review

Horan Securities sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 80 shares — an estimated $1.12K sold.

Horan Securities first reported a position in SCHG in Q2 2019 and held it in 6 quarters. The position peaked at $13K in Q2 2019. 892 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Horan Securities reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Horan Securities sold 80 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $1.12K.
  • Horan Securities first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and held it in 6 quarters.
  • Horan Securities's Schwab US Large-Cap Growth ETF position peaked at $13K in Q2 2019.
  • 892 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Horan Securities's 13F filing for Q1 2023, filed 18 Apr 2023.