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Mid Atlantic Financial Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mid Atlantic Financial 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
2021
Q2 		– Sell
-12,872
Closed -$209K – 955
2021
Q1 		$209K Buy
+12,872
New +$209K 0.02% 760

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MG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
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

Mid Atlantic Financial Management's SCHG Position: Q2 2021 in Review

Mid Atlantic Financial Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 12,872 shares — an estimated $209K sold.

Mid Atlantic Financial Management first reported a position in SCHG in Q1 2021 and held it in 1 quarter. The position peaked at $209K in Q1 2021. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Mid Atlantic Financial Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 12,872 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $209K.
  • Mid Atlantic Financial Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • Mid Atlantic Financial Management's Schwab US Large-Cap Growth ETF position peaked at $209K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2021, filed 10 Aug 2021.