Meridian Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meridian Wealth 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
2021 Q2	–	Sell	-3,312	Closed	-$54K	–	1034
2021 Q1	$54K	Hold	3,312	–	–	0.02%	151
2020 Q4	$53K	Buy	3,312 +200	+6%	+$3.03K	0.02%	137
2020 Q3	$45K	Sell	3,112 -1,488	-32%	-$20.7K	0.02%	134
2020 Q2	$58K	Sell	4,600 -272	-6%	-$3.17K	0.03%	119
2020 Q1	$49K	Buy	4,872 +1,000	+26%	+$11.4K	0.03%	122
2019 Q4	$45K	Buy	+3,872	New	+$42.7K	0.03%	138

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Meridian Wealth Partners's SCHG Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 3,312 shares — an estimated $54K sold.

Meridian Wealth Partners first reported a position in SCHG in Q4 2019 and held it in 6 quarters. The position peaked at $58K in Q2 2020. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

Meridian Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 3,312 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $54K.
Meridian Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $58K in Q2 2020.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.