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

Manchester Financial’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
Q2 		– Sell
-3,264
Closed -$53K – 535
2021
Q1 		$53K Sell
3,264
-264
-7% -$4.3K 0.02% 172
2020
Q4 		$57K Buy
3,528
+184
+6% +$2.79K 0.04% 139
2020
Q3 		$48K Buy
3,344
+584
+21% +$8.14K 0.04% 133
2020
Q2 		$35K Buy
2,760
+216
+8% +$2.52K 0.03% 166
2020
Q1 		$25K Buy
2,544
+112
+5% +$1.28K 0.02% 190
2019
Q4 		$28K Buy
+2,432
New +$26.8K 0.01% 216
2019
Q3 		– Sell
-16,896
Closed -$176K – 363
2019
Q2 		$176K Buy
+16,896
New +$172K 0.08% 64

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Manchester Financial's SCHG Position: Q2 2021 in Review

Manchester Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 3,264 shares — an estimated $53K sold.

Manchester Financial first reported a position in SCHG in Q2 2019 and held it in 7 quarters. The position peaked at $176K in Q2 2019. 699 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Manchester Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 3,264 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $53K.
  • Manchester Financial first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and held it in 7 quarters.
  • Manchester Financial's Schwab US Large-Cap Growth ETF position peaked at $176K in Q2 2019.
  • 699 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.