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Meristem Family Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Meristem Family Wealth’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
Q1 		$2.21M Hold
118,400
– – 0.24% 47
2021
Q4 		$2.42M Hold
118,400
– – 0.21% 56
2021
Q3 		$2.19M Buy
+118,400
New +$2.26M 0.21% 57

Other funds holding SCHG

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

Meristem Family Wealth's SCHG Position: Q1 2022 in Review

Meristem Family Wealth held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2022 at 118,400 shares worth $2.21M. The position accounts for 0.24% of the portfolio, ranked #47.

Meristem Family Wealth first reported a position in SCHG in Q3 2021 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Meristem Family Wealth held 118,400 shares of Schwab US Large-Cap Growth ETF worth $2.21M as of Q1 2022.
  • Meristem Family Wealth left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2022.
  • Schwab US Large-Cap Growth ETF made up 0.24% of Meristem Family Wealth's portfolio in Q1 2022, its #47 holding.
  • Meristem Family Wealth first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and has held it in 3 quarters since.
  • Meristem Family Wealth's Schwab US Large-Cap Growth ETF position peaked at $2.42M in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.