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Palladium Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Palladium Partners’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 		$224K Hold
11,960
– – 0.01% 310
2021
Q4 		$245K Hold
11,960
– – 0.01% 310
2021
Q3 		$221K Hold
11,960
– – 0.01% 272
2021
Q2 		$218K Buy
+11,960
New +$207K 0.01% 270
2014
Q2 		– Sell
-7,488
Closed -$43K – 426
2014
Q1 		$43K Buy
+7,488
New +$42.6K ﹤0.01% 356

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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

Palladium Partners's SCHG Position: Q1 2022 in Review

Palladium Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2022 at 11,960 shares worth $224K. The position accounts for 0.01% of the portfolio, ranked #310.

Palladium Partners first reported a position in SCHG in Q1 2014 and has held it in 5 quarters since. The position peaked at $245K in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Palladium Partners held 11,960 shares of Schwab US Large-Cap Growth ETF worth $224K as of Q1 2022.
  • Palladium Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2022.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Palladium Partners's portfolio in Q1 2022, its #310 holding.
  • Palladium Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2014 and has held it in 5 quarters since.
  • Palladium Partners's Schwab US Large-Cap Growth ETF position peaked at $245K in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.