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

Lowe 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	–	Sell	-3,200	Closed	-$66K	–	337
2021 Q4	$66K	Hold	3,200	–	–	0.03%	85
2021 Q3	$59K	Hold	3,200	–	–	0.03%	82
2021 Q2	$58K	Hold	3,200	–	–	0.03%	85
2021 Q1	$52K	Sell	3,200 -1,720	-35%	-$28K	0.03%	85
2020 Q4	$79K	Hold	4,920	–	–	0.04%	61
2020 Q3	$71K	Hold	4,920	–	–	0.04%	56
2020 Q2	$62K	Hold	4,920	–	–	0.04%	58
2020 Q1	$49K	Buy	+4,920	New	+$56.1K	0.03%	62
2019 Q3	–	Sell	-2,416	Closed	-$25K	–	301
2019 Q2	$25K	Hold	2,416	–	–	0.02%	103
2019 Q1	$23K	Hold	2,416	–	–	0.01%	102
2018 Q4	$21K	Hold	2,416	–	–	0.01%	101
2018 Q3	$25K	Hold	2,416	–	–	0.01%	102
2018 Q2	$23K	Hold	2,416	–	–	0.01%	103
2018 Q1	$22K	Hold	2,416	–	–	0.01%	107
2017 Q4	$21K	Buy	+2,416	New	+$20.8K	0.01%	113

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

APP

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lowe Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 3,200 shares — an estimated $66K sold.

Lowe Wealth Advisors first reported a position in SCHG in Q4 2017 and held it in 15 quarters. The position peaked at $79K in Q4 2020. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

Lowe Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Lowe Wealth Advisors sold 3,200 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $66K.
Lowe Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 15 quarters.
Lowe Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $79K in Q4 2020.
828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Lowe Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.