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Marietta Investment Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marietta Investment Partners’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
2020
Q4 		– Sell
-17,984
Closed -$259K – 157
2020
Q3 		$259K Buy
+17,984
New +$251K 0.08% 128
2020
Q1 		– Sell
-40,704
Closed -$473K – 145
2019
Q4 		$473K Buy
40,704
+992
+2% +$10.9K 0.15% 101
2019
Q3 		$417K Buy
39,712
+1,568
+4% +$16.5K 0.14% 103
2019
Q2 		$397K Buy
38,144
+680
+2% +$6.91K 0.13% 109
2019
Q1 		$372K Sell
37,464
-3,040
-8% -$28.7K 0.12% 111
2018
Q4 		$349K Sell
40,504
-4,984
-11% -$46.4K 0.13% 100
2018
Q3 		$466K Sell
45,488
-592
-1% -$5.9K 0.14% 100
2018
Q2 		$436K Sell
46,080
-11,216
-20% -$104K 0.14% 99
2018
Q1 		$514K Sell
57,296
-4,416
-7% -$40.7K 0.15% 96
2017
Q4 		$545K Buy
61,712
+192
+0.3% +$1.65K 0.16% 95
2017
Q3 		$508K Buy
61,520
+24,256
+65% +$197K 0.15% 94
2017
Q2 		$294K Buy
+37,264
New +$290K 0.09% 115

Other funds holding SCHG

Financial Engines Advisors
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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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Marietta Investment Partners's SCHG Position: Q4 2020 in Review

Marietta Investment Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020, closing a stake of 17,984 shares — an estimated $259K sold.

Marietta Investment Partners first reported a position in SCHG in Q2 2017 and held it in 12 quarters. The position peaked at $545K in Q4 2017. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Marietta Investment Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Marietta Investment Partners sold 17,984 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $259K.
  • Marietta Investment Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 12 quarters.
  • Marietta Investment Partners's Schwab US Large-Cap Growth ETF position peaked at $545K in Q4 2017.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on Marietta Investment Partners's 13F filing for Q4 2020, filed 16 Feb 2021.