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Marino Stram & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Marino Stram & Associates’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
Q3 		– Sell
-50,000
Closed -$912K – 261
2021
Q2 		$912K Buy
+50,000
New +$865K 0.24% 83

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APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Marino Stram & Associates's SCHG Position: Q3 2021 in Review

Marino Stram & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2021, closing a stake of 50,000 shares — an estimated $912K sold.

Marino Stram & Associates first reported a position in SCHG in Q2 2021 and held it in 1 quarter. The position peaked at $912K in Q2 2021. 732 funds tracked by Wall St. Rank hold SCHG as of Q3 2021.

  • Marino Stram & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 50,000 Schwab US Large-Cap Growth ETF shares in Q3 2021, an estimated $912K.
  • Marino Stram & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's Schwab US Large-Cap Growth ETF position peaked at $912K in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.