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Lighthouse Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lighthouse Financial 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
2021
Q1 		$5.83M Buy
359,368
+35,168
+11% +$572K 1.77% 8
2020
Q4 		$5.2M Buy
+324,200
New +$4.92M 1.76% 8
2020
Q1 		– Sell
-280
Closed -$3K – 233
2019
Q4 		$3K Buy
+280
New +$3.09K ﹤0.01% 232

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Lighthouse Financial Advisors's SCHG Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2021, buying an estimated $572K and bringing the position to 359,368 shares worth $5.83M. The position accounts for 1.77% of the portfolio, ranked #8.

Lighthouse Financial Advisors first reported a position in SCHG in Q4 2019 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • Lighthouse Financial Advisors held 359,368 shares of Schwab US Large-Cap Growth ETF worth $5.83M as of Q1 2021.
  • Lighthouse Financial Advisors bought 35,168 Schwab US Large-Cap Growth ETF shares in Q1 2021, an estimated $572K.
  • Schwab US Large-Cap Growth ETF made up 1.77% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #8 holding.
  • Lighthouse Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.