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Planning Alternatives’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Planning Alternatives’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
Q1 		– Sell
-634,000
Closed -$13M – 49
2021
Q4 		$13M Buy
634,000
+24,536
+4% +$490K 2% 11
2021
Q3 		$11.3M Buy
+609,464
New +$11.6M 1.86% 11

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
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
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

Planning Alternatives's SCHG Position: Q1 2022 in Review

Planning Alternatives sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 634,000 shares — an estimated $13M sold.

Planning Alternatives first reported a position in SCHG in Q3 2021 and held it in 2 quarters. The position peaked at $13M in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

  • Planning Alternatives reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
  • Planning Alternatives sold 634,000 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $13M.
  • Planning Alternatives first reported a position in Schwab US Large-Cap Growth ETF in Q3 2021 and held it in 2 quarters.
  • Planning Alternatives's Schwab US Large-Cap Growth ETF position peaked at $13M in Q4 2021.
  • 828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Planning Alternatives's 13F filing for Q1 2022, filed 28 Apr 2022.