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Piershale Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Piershale Financial Group’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
Q2 		$6.39M Buy
+341,204
New +$5.85M 4.07% 5
2022
Q1 		– Sell
-1,374,968
Closed -$28.1M – 18
2021
Q4 		$28.1M Buy
+1,374,968
New +$27.5M 10.73% 6
2021
Q1 		– Sell
-1,356,680
Closed -$21.8M – 37
2020
Q4 		$21.8M Sell
1,356,680
-334,064
-20% -$5.07M 10.46% 6
2020
Q3 		$24.3M Buy
1,690,744
+523,224
+45% +$7.29M 14% 3
2020
Q2 		$14.8M Buy
+1,167,520
New +$13.6M 8.63% 7
2020
Q1 		– Sell
-1,531,264
Closed -$17.8M – 16
2019
Q4 		$17.8M Sell
1,531,264
-358,872
-19% -$3.96M 9.49% 5
2019
Q3 		$19.8M Buy
1,890,136
+243,104
+15% +$2.56M 11.22% 6
2019
Q2 		$17.1M Buy
1,647,032
+520,336
+46% +$5.29M 9.77% 4
2019
Q1 		$11.2M Sell
1,126,696
-1,194,760
-51% -$11.3M 6.69% 6
2018
Q4 		$20M Sell
2,321,456
-78,504
-3% -$731K 12.14% 3
2018
Q3 		$24.6M Buy
2,399,960
+727,168
+43% +$7.24M 12.01% 5
2018
Q2 		$15.8M Buy
1,672,792
+933,440
+126% +$8.69M 8.27% 5
2018
Q1 		$6.47M Buy
+739,352
New +$6.82M 3.42% 3
2017
Q4 		– Sell
-1,585,912
Closed -$13.1M – 27
2017
Q3 		$13.1M Buy
+1,585,912
New +$12.9M 7.41% 2
2016
Q1 		– Sell
-1,891,152
Closed -$12.5M – 192
2015
Q4 		$12.5M Buy
+1,891,152
New +$12.6M 7.59% 8
2015
Q1 		– Sell
-2,198,392
Closed -$14.2M – 166
2014
Q4 		$14.2M Buy
2,198,392
+1,212,136
+123% +$7.63M 9.25% 4
2014
Q3 		$6.06M Buy
+986,256
New +$6.07M 4.86% 8

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
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
AIA
Angeles Investment Advisors Santa Monica, California $1.49B AUM 19.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Piershale Financial Group's SCHG Position: Q2 2023 in Review

Piershale Financial Group opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023: 341,204 shares worth $6.39M. The stake represents 4.07% of the portfolio and ranks #5 among its holdings. This is a return to the name: Piershale Financial Group previously reported a position in SCHG as recently as Q4 2021.

Piershale Financial Group first reported a position in SCHG in Q3 2014 and has held it in 17 quarters since. The position peaked at $28.1M in Q4 2021. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • Piershale Financial Group held 341,204 shares of Schwab US Large-Cap Growth ETF worth $6.39M as of Q2 2023.
  • Schwab US Large-Cap Growth ETF was a new Piershale Financial Group position in Q2 2023.
  • Schwab US Large-Cap Growth ETF made up 4.07% of Piershale Financial Group's portfolio in Q2 2023, its #5 holding.
  • Piershale Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2014 and has held it in 17 quarters since.
  • Piershale Financial Group's Schwab US Large-Cap Growth ETF position peaked at $28.1M in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.