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Lehman & Derafelo Financial Resources’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lehman & Derafelo Financial Resources’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
2021
Q2 		– Sell
-120
Closed -$2K – 231
2021
Q1 		$2K Hold
120
– – ﹤0.01% 220
2020
Q4 		$2K Hold
120
– – ﹤0.01% 221
2020
Q3 		$2K Hold
120
– – ﹤0.01% 265
2020
Q2 		$2K Hold
120
– – ﹤0.01% 249
2020
Q1 		$1K Hold
120
– – ﹤0.01% 195
2019
Q4 		$1K Hold
120
– – ﹤0.01% 200
2019
Q3 		$1K Hold
120
– – ﹤0.01% 192
2019
Q2 		$1K Hold
120
– – ﹤0.01% 183
2019
Q1 		$1K Hold
120
– – ﹤0.01% 187
2018
Q4 		$1K Buy
+120
New +$1.12K ﹤0.01% 176

Other funds holding SCHG

Financial Engines Advisors
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APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Lehman & Derafelo Financial Resources's SCHG Position: Q2 2021 in Review

Lehman & Derafelo Financial Resources sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 120 shares — an estimated $2K sold.

Lehman & Derafelo Financial Resources first reported a position in SCHG in Q4 2018 and held it in 10 quarters. The position peaked at $2K in Q1 2021. 699 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Lehman & Derafelo Financial Resources reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Lehman & Derafelo Financial Resources sold 120 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $2K.
  • Lehman & Derafelo Financial Resources first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 10 quarters.
  • Lehman & Derafelo Financial Resources's Schwab US Large-Cap Growth ETF position peaked at $2K in Q1 2021.
  • 699 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2021, filed 19 Jul 2021.