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

Personal Capital 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
2022 Q4	$205K	Buy	+14,760	New	+$212K	﹤0.01%	462
2022 Q2	–	Sell	-17,376	Closed	-$325K	–	479
2022 Q1	$325K	Sell	17,376 -52,576	-75%	-$959K	﹤0.01%	371
2021 Q4	$1.24M	Buy	69,952 +27,584	+65%	+$551K	0.01%	255
2021 Q3	$784K	Buy	42,368 +4,856	+13%	+$92.5K	﹤0.01%	269
2021 Q2	$684K	Sell	37,512 -6,352	-14%	-$110K	﹤0.01%	275
2021 Q1	$712K	Buy	43,864 +4,104	+10%	+$66.8K	﹤0.01%	268
2020 Q4	$638K	Buy	39,760 +1,976	+5%	+$30K	﹤0.01%	277
2020 Q3	$544K	Buy	+37,784	New	+$527K	﹤0.01%	275

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Personal Capital Advisors's SCHG Position: Q4 2022 in Review

Personal Capital Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022: 14,760 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Personal Capital Advisors previously reported a position in SCHG as recently as Q1 2022.

Personal Capital Advisors first reported a position in SCHG in Q3 2020 and has held it in 8 quarters since. The position peaked at $1.24M in Q4 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

Personal Capital Advisors held 14,760 shares of Schwab US Large-Cap Growth ETF worth $205K as of Q4 2022.
Schwab US Large-Cap Growth ETF was a new Personal Capital Advisors position in Q4 2022.
Schwab US Large-Cap Growth ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #462 holding.
Personal Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and has held it in 8 quarters since.
Personal Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.24M in Q4 2021.
861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.