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

Independence 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
2020
Q3 		$1K Hold
64
– – ﹤0.01% 170
2020
Q2 		$1K Hold
64
– – ﹤0.01% 163
2020
Q1 		$1K Hold
64
– – ﹤0.01% 150
2019
Q4 		$1K Buy
+64
New +$705 ﹤0.01% 159

Other funds holding SCHG

Financial Engines Advisors
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Independence Advisors's SCHG Position: Q3 2020 in Review

Independence Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2020 at 64 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Independence Advisors first reported a position in SCHG in Q4 2019 and has held it in 4 quarters since. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Independence Advisors held 64 shares of Schwab US Large-Cap Growth ETF worth $1K as of Q3 2020.
  • Independence Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2020.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of Independence Advisors's portfolio in Q3 2020, its #170 holding.
  • Independence Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.