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PCA Investment Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

PCA Investment Advisory Services’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
Q3 		– Sell
-3,836
Closed -$71.9K – 362
2023
Q2 		$71.9K Buy
+3,836
New +$65.8K 0.04% 229

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Osaic Holdings
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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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

PCA Investment Advisory Services's SCHG Position: Q3 2023 in Review

PCA Investment Advisory Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 3,836 shares — an estimated $71.9K sold.

PCA Investment Advisory Services first reported a position in SCHG in Q2 2023 and held it in 1 quarter. The position peaked at $71.9K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • PCA Investment Advisory Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • PCA Investment Advisory Services sold 3,836 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $71.9K.
  • PCA Investment Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • PCA Investment Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $71.9K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on PCA Investment Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.