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Portfolio Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Portfolio Solutions’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
Q3 		$228K Buy
16,320
+20
+0.1% +$313 0.03% 52
2022
Q2 		$236K Buy
16,300
+20
+0.1% +$320 0.03% 52
2022
Q1 		$304K Buy
16,280
+16
+0.1% +$292 0.04% 44
2021
Q4 		$333K Buy
16,264
+24
+0.1% +$480 0.04% 34
2021
Q3 		$301K Buy
16,240
+16
+0.1% +$305 0.04% 35
2021
Q2 		$309K Hold
16,224
– – 0.04% 38
2021
Q1 		$263K Buy
+16,224
New +$264K 0.03% 38

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Portfolio Solutions's SCHG Position: Q3 2022 in Review

Portfolio Solutions increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.12% in Q3 2022, buying an estimated $313 and bringing the position to 16,320 shares worth $228K. The position accounts for 0.03% of the portfolio, ranked #52.

Portfolio Solutions first reported a position in SCHG in Q1 2021 and has held it in 7 quarters since. The position peaked at $333K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

  • Portfolio Solutions held 16,320 shares of Schwab US Large-Cap Growth ETF worth $228K as of Q3 2022.
  • Portfolio Solutions bought 20 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $313.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Portfolio Solutions's portfolio in Q3 2022, its #52 holding.
  • Portfolio Solutions first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and has held it in 7 quarters since.
  • Portfolio Solutions's Schwab US Large-Cap Growth ETF position peaked at $333K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.