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

Lenox Wealth 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	$243K	Hold	13,360	–	–	0.03%	97
2021 Q4	$273K	Hold	13,360	–	–	0.03%	87
2021 Q3	$247K	Hold	13,360	–	–	0.03%	89
2021 Q2	$244K	Hold	13,360	–	–	0.03%	93
2021 Q1	$217K	Hold	13,360	–	–	0.03%	82
2020 Q4	$214K	Hold	13,360	–	–	0.03%	82
2020 Q3	$192K	Hold	13,360	–	–	0.03%	81
2020 Q2	$170K	Hold	13,360	–	–	0.03%	78
2020 Q1	$133K	Hold	13,360	–	–	0.02%	83
2019 Q4	$155K	Hold	13,360	–	–	0.02%	97
2019 Q3	$140K	Hold	13,360	–	–	0.02%	95
2019 Q2	$139K	Buy	+13,360	New	+$136K	0.02%	93

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lenox Wealth Advisors's SCHG Position: Q1 2022 in Review

Lenox Wealth Advisors held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2022 at 13,360 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #97.

Lenox Wealth Advisors first reported a position in SCHG in Q2 2019 and has held it in 12 quarters since. The position peaked at $273K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

Lenox Wealth Advisors held 13,360 shares of Schwab US Large-Cap Growth ETF worth $243K as of Q1 2022.
Lenox Wealth Advisors left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2022.
Schwab US Large-Cap Growth ETF made up 0.03% of Lenox Wealth Advisors's portfolio in Q1 2022, its #97 holding.
Lenox Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $273K in Q4 2021.
828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.