PTP
SCHG icon

Platform Technology Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Platform Technology Partners’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 		$285K Hold
17,768
– – 0.14% 158
2020
Q3 		$256K Buy
17,768
+24
+0.1% +$335 0.16% 147
2020
Q2 		$225K Buy
+17,744
New +$207K 0.16% 153

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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 $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Platform Technology Partners's SCHG Position: Q4 2020 in Review

Platform Technology Partners held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q4 2020 at 17,768 shares worth $285K. The position accounts for 0.14% of the portfolio, ranked #158.

Platform Technology Partners first reported a position in SCHG in Q2 2020 and has held it in 3 quarters since. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Platform Technology Partners held 17,768 shares of Schwab US Large-Cap Growth ETF worth $285K as of Q4 2020.
  • Platform Technology Partners left its Schwab US Large-Cap Growth ETF share count unchanged in Q4 2020.
  • Schwab US Large-Cap Growth ETF made up 0.14% of Platform Technology Partners's portfolio in Q4 2020, its #158 holding.
  • Platform Technology Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and has held it in 3 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on Platform Technology Partners's 13F filing for Q4 2020, filed 9 Feb 2021.