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

Lyell 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
Q1 		– Sell
-12,272
Closed -$251K – 202
2021
Q4 		$251K Buy
+12,272
New +$245K 0.03% 169

Other funds holding SCHG

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MG
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Lyell Wealth Management's SCHG Position: Q1 2022 in Review

Lyell Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 12,272 shares — an estimated $251K sold.

Lyell Wealth Management first reported a position in SCHG in Q4 2021 and held it in 1 quarter. The position peaked at $251K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Lyell Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Lyell Wealth Management sold 12,272 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $251K.
  • Lyell Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 1 quarter.
  • Lyell Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $251K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.