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Marco Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marco Investment 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 		– Sell
-12,000
Closed -$224K – 213
2022
Q1 		$224K Buy
+12,000
New +$219K 0.02% 193

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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

Marco Investment Management's SCHG Position: Q2 2022 in Review

Marco Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 12,000 shares — an estimated $224K sold.

Marco Investment Management first reported a position in SCHG in Q1 2022 and held it in 1 quarter. The position peaked at $224K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Marco Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Marco Investment Management sold 12,000 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $224K.
  • Marco Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Marco Investment Management's Schwab US Large-Cap Growth ETF position peaked at $224K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Marco Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.