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Mine & Arao Wealth Creation & Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mine & Arao Wealth Creation & 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
2023
Q2 		– Sell
-3,364
Closed -$54.8K – 338
2023
Q1 		$54.8K Hold
3,364
– – 0.04% 137
2022
Q4 		$46.7K Hold
3,364
– – 0.03% 142
2022
Q3 		$47K Hold
3,364
– – 0.03% 136
2022
Q2 		$49K Buy
3,364
+4
+0.1% +$64 0.03% 138
2022
Q1 		$63K Hold
3,360
– – 0.04% 133
2021
Q4 		$69K Hold
3,360
– – 0.04% 132
2021
Q3 		$62K Hold
3,360
– – 0.04% 133
2021
Q2 		$61K Hold
3,360
– – 0.04% 133
2021
Q1 		$55K Hold
3,360
– – 0.04% 134
2020
Q4 		$54K Hold
3,360
– – 0.04% 126
2020
Q3 		$48K Hold
3,360
– – 0.04% 123
2020
Q2 		$43K Hold
3,360
– – 0.04% 122
2020
Q1 		$33K Buy
+3,360
New +$38.3K 0.04% 126

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SCHG Position: Q2 2023 in Review

Mine & Arao Wealth Creation & Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 3,364 shares — an estimated $54.8K sold.

Mine & Arao Wealth Creation & Management first reported a position in SCHG in Q1 2020 and held it in 13 quarters. The position peaked at $69K in Q4 2021. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • Mine & Arao Wealth Creation & Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3,364 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $54.8K.
  • Mine & Arao Wealth Creation & Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 13 quarters.
  • Mine & Arao Wealth Creation & Management's Schwab US Large-Cap Growth ETF position peaked at $69K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2023, filed 8 Aug 2023.