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Nachman Norwood & Parrott’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nachman Norwood & Parrott’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 		$261K Hold
14,296
– – 0.03% 250
2021
Q1 		$232K Hold
14,296
– – 0.03% 250
2020
Q4 		$229K Hold
14,296
– – 0.03% 249
2020
Q3 		$206K Buy
+14,296
New +$199K 0.03% 241

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
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

Nachman Norwood & Parrott's SCHG Position: Q2 2021 in Review

Nachman Norwood & Parrott held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q2 2021 at 14,296 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #250.

Nachman Norwood & Parrott first reported a position in SCHG in Q3 2020 and has held it in 4 quarters since. 699 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Nachman Norwood & Parrott held 14,296 shares of Schwab US Large-Cap Growth ETF worth $261K as of Q2 2021.
  • Nachman Norwood & Parrott left its Schwab US Large-Cap Growth ETF share count unchanged in Q2 2021.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Nachman Norwood & Parrott's portfolio in Q2 2021, its #250 holding.
  • Nachman Norwood & Parrott first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 4 quarters since.
  • 699 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Nachman Norwood & Parrott's 13F filing for Q2 2021, filed 13 Aug 2021.