KerberRose Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KerberRose Wealth Management’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 Q2	$513K	Buy	+35,396	New	+$566K	0.42%	48

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

KerberRose Wealth Management's SCHG Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022: 35,396 shares worth $513K. The stake represents 0.42% of the portfolio and ranks #48 among its holdings.

791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

KerberRose Wealth Management held 35,396 shares of Schwab US Large-Cap Growth ETF worth $513K as of Q2 2022.
Schwab US Large-Cap Growth ETF was a new KerberRose Wealth Management position in Q2 2022.
Schwab US Large-Cap Growth ETF made up 0.42% of KerberRose Wealth Management's portfolio in Q2 2022, its #48 holding.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.