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People's United Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

People's United Financial’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
2020
Q4 		– Sell
-20,624
Closed -$297K – 667
2020
Q3 		$297K Sell
20,624
-6,680
-24% -$93.1K 0.01% 532
2020
Q2 		$347K Sell
27,304
-3,872
-12% -$45.1K 0.01% 489
2020
Q1 		$310K Sell
31,176
-11,040
-26% -$126K 0.01% 468
2019
Q4 		$490K Buy
42,216
+7,680
+22% +$84.6K 0.01% 516
2019
Q3 		$363K Sell
34,536
-632
-2% -$6.66K 0.01% 597
2019
Q2 		$366K Sell
35,168
-24
-0.1% -$244 0.01% 606
2019
Q1 		$350K Buy
35,192
+4,880
+16% +$46.1K 0.01% 586
2018
Q4 		$261K Buy
30,312
+3,576
+13% +$33.3K 0.01% 636
2018
Q3 		$274K Buy
26,736
+1,080
+4% +$10.8K 0.01% 622
2018
Q2 		$243K Buy
+25,656
New +$239K 0.01% 728
2017
Q3 		– Sell
-4,104
Closed -$32K – 844
2017
Q2 		$32K Hold
4,104
– – ﹤0.01% 783
2017
Q1 		$31K Hold
4,104
– – ﹤0.01% 773
2016
Q4 		$29K Hold
4,104
– – ﹤0.01% 757
2016
Q3 		$28K Buy
4,104
+1,600
+64% +$11K ﹤0.01% 630
2016
Q2 		$16K Hold
2,504
– – ﹤0.01% 692
2016
Q1 		$16K Buy
+2,504
New +$15.5K ﹤0.01% 677

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

People's United Financial's SCHG Position: Q4 2020 in Review

People's United Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020, closing a stake of 20,624 shares — an estimated $297K sold.

People's United Financial first reported a position in SCHG in Q1 2016 and held it in 16 quarters. The position peaked at $490K in Q4 2019. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • People's United Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • People's United Financial sold 20,624 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $297K.
  • People's United Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and held it in 16 quarters.
  • People's United Financial's Schwab US Large-Cap Growth ETF position peaked at $490K in Q4 2019.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on People's United Financial's 13F filing for Q4 2020, filed 10 Feb 2021.