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Laurel Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Laurel Wealth Planning’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
-3,968
Closed -$55.1K – 170
2022
Q4 		$55.1K Hold
3,968
– – 0.04% 105
2022
Q3 		$55K Hold
3,968
– – 0.04% 99
2022
Q2 		$58K Sell
3,968
-500
-11% -$7.99K 0.04% 107
2022
Q1 		$84K Buy
+4,468
New +$81.5K 0.06% 100

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
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
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Laurel Wealth Planning's SCHG Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 3,968 shares — an estimated $55.1K sold.

Laurel Wealth Planning first reported a position in SCHG in Q1 2022 and held it in 4 quarters. The position peaked at $84K in Q1 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 3,968 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $55.1K.
  • Laurel Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's Schwab US Large-Cap Growth ETF position peaked at $84K in Q1 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.