Leo Brokerage’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leo Brokerage’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 Q2	$3.36M	Sell	179,448 -2,968	-2%	-$50.9K	0.38%	38
2023 Q1	$2.97M	Buy	+182,416	New	+$2.77M	0.44%	41
2022 Q2	$3.26M	Sell	224,884 -135,148	-38%	-$2.16M	0.88%	29
2022 Q1	$6.73M	Buy	+360,032	New	+$6.57M	1.07%	19
2021 Q3	$15.7M	Buy	847,296 +56,368	+7%	+$1.07M	2.9%	8
2021 Q2	$14.4M	Buy	790,928 +42,800	+6%	+$741K	2.9%	7
2021 Q1	$12.1M	Buy	748,128 +95,192	+15%	+$1.55M	3.44%	5
2020 Q4	$10.5M	Sell	652,936 -86,928	-12%	-$1.32M	3.38%	6
2020 Q3	$9.39M	Buy	+739,864	New	+$10.3M	3.88%	4

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

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

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

APP

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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 $3.7B AUM 16.56% 1-Year Est. Return

Leo Brokerage's SCHG Position: Q2 2023 in Review

Leo Brokerage reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.6% in Q2 2023, selling an estimated $50.9K and leaving 179,448 shares worth $3.36M. The position accounts for 0.38% of the portfolio, ranked #38.

Leo Brokerage first reported a position in SCHG in Q3 2020 and has held it in 9 quarters since. The position peaked at $15.7M in Q3 2021. 943 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

Leo Brokerage held 179,448 shares of Schwab US Large-Cap Growth ETF worth $3.36M as of Q2 2023.
Leo Brokerage sold 2,968 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $50.9K.
Schwab US Large-Cap Growth ETF made up 0.38% of Leo Brokerage's portfolio in Q2 2023, its #38 holding.
Leo Brokerage first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 9 quarters since.
Leo Brokerage's Schwab US Large-Cap Growth ETF position peaked at $15.7M in Q3 2021.
943 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.