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Perennial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Perennial Advisors’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
Q3 		– Sell
-824
Closed -$15K – 235
2021
Q2 		$15K Hold
824
– – ﹤0.01% 228
2021
Q1 		$13K Sell
824
-392
-32% -$6.38K ﹤0.01% 228
2020
Q4 		$20K Buy
+1,216
New +$18.4K 0.01% 184
2020
Q3 		– Sell
-1,456
Closed -$18K – 177
2020
Q2 		$18K Buy
+1,456
New +$17K 0.01% 174
2019
Q1 		– Sell
-1,536
Closed -$13K – 159
2018
Q4 		$13K Buy
1,536
+8
+0.5% +$75 0.01% 156
2018
Q3 		$16K Sell
1,528
-184
-11% -$1.83K 0.01% 153
2018
Q2 		$16K Hold
1,712
– – 0.01% 151
2018
Q1 		$15K Buy
1,712
+8
+0.5% +$74 0.01% 153
2017
Q4 		$15K Hold
1,704
– – 0.01% 162
2017
Q3 		$14K Buy
1,704
+8
+0.5% +$65 0.01% 147
2017
Q2 		$13K Hold
1,696
– – 0.01% 150
2017
Q1 		$13K Buy
1,696
+8
+0.5% +$59 0.01% 143
2016
Q4 		$12K Buy
+1,688
New +$11.7K 0.01% 154

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Perennial Advisors's SCHG Position: Q3 2021 in Review

Perennial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2021, closing a stake of 824 shares — an estimated $15K sold.

Perennial Advisors first reported a position in SCHG in Q4 2016 and held it in 13 quarters. The position peaked at $20K in Q4 2020. 732 funds tracked by Wall St. Rank hold SCHG as of Q3 2021.

  • Perennial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Perennial Advisors sold 824 Schwab US Large-Cap Growth ETF shares in Q3 2021, an estimated $15K.
  • Perennial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 13 quarters.
  • Perennial Advisors's Schwab US Large-Cap Growth ETF position peaked at $20K in Q4 2020.
  • 732 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2021.

Based on Perennial Advisors's 13F filing for Q3 2021, filed 8 Nov 2021.