Nauset Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Nauset Wealth 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
2022 Q1	$10K	Buy	+520	New	+$9.48K	0.01%	197

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Nauset Wealth Management's SCHG Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022: 520 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #197 among its holdings.

828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

Nauset Wealth Management held 520 shares of Schwab US Large-Cap Growth ETF worth $10K as of Q1 2022.
Schwab US Large-Cap Growth ETF was a new Nauset Wealth Management position in Q1 2022.
Schwab US Large-Cap Growth ETF made up 0.01% of Nauset Wealth Management's portfolio in Q1 2022, its #197 holding.
828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.