LWM
SCHG icon

Loveless Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Loveless Wealth Management’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
Q2 		$230K Sell
15,888
-76
-0.5% -$1.22K 0.15% 118
2022
Q1 		$299K Buy
15,964
+4,444
+39% +$81K 0.17% 117
2021
Q4 		$236K Buy
+11,520
New +$230K 0.13% 126

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
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

Loveless Wealth Management's SCHG Position: Q2 2022 in Review

Loveless Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.48% in Q2 2022, selling an estimated $1.22K and leaving 15,888 shares worth $230K. The position accounts for 0.15% of the portfolio, ranked #118.

Loveless Wealth Management first reported a position in SCHG in Q4 2021 and has held it in 3 quarters since. The position peaked at $299K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Loveless Wealth Management held 15,888 shares of Schwab US Large-Cap Growth ETF worth $230K as of Q2 2022.
  • Loveless Wealth Management sold 76 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $1.22K.
  • Schwab US Large-Cap Growth ETF made up 0.15% of Loveless Wealth Management's portfolio in Q2 2022, its #118 holding.
  • Loveless Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and has held it in 3 quarters since.
  • Loveless Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $299K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.