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

IndexIQ 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
2022 Q1	$79K	Sell	4,224 -66,848	-94%	-$1.22M	﹤0.01%	1102
2021 Q4	$1.46M	Sell	71,072 -40,744	-36%	-$814K	0.05%	253
2021 Q3	$2.07M	Sell	111,816 -10,640	-9%	-$203K	0.07%	237
2021 Q2	$2.23M	Sell	122,456 -76,552	-38%	-$1.32M	0.08%	216
2021 Q1	$3.23M	Sell	199,008 -51,688	-21%	-$841K	0.11%	154
2020 Q4	$4.02M	Sell	250,696 -30,912	-11%	-$469K	0.15%	99
2020 Q3	$4.05M	Buy	281,608 +266,672	+1,785%	+$3.72M	0.17%	80
2020 Q2	$189K	Sell	14,936 -77,016	-84%	-$898K	0.01%	649
2020 Q1	$916K	Sell	91,952 -373,560	-80%	-$4.26M	0.04%	203
2019 Q4	$5.41M	Buy	465,512 +170,232	+58%	+$1.88M	0.19%	78
2019 Q3	$3.1M	Buy	295,280 +279,888	+1,818%	+$2.95M	0.11%	150
2019 Q2	$160K	Buy	15,392 +7,368	+92%	+$74.9K	﹤0.01%	528
2019 Q1	$82K	Buy	+8,024	New	+$75.9K	﹤0.01%	562

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

IndexIQ Advisors's SCHG Position: Q1 2022 in Review

IndexIQ Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 94% in Q1 2022, selling an estimated $1.22M and leaving 4,224 shares worth $79K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

IndexIQ Advisors first reported a position in SCHG in Q1 2019 and has held it in 13 quarters since. The position peaked at $5.41M in Q4 2019. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

IndexIQ Advisors held 4,224 shares of Schwab US Large-Cap Growth ETF worth $79K as of Q1 2022.
IndexIQ Advisors sold 66,848 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $1.22M.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #1102 holding.
IndexIQ Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and has held it in 13 quarters since.
IndexIQ Advisors's Schwab US Large-Cap Growth ETF position peaked at $5.41M in Q4 2019.
828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.