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Quest Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quest Capital Management’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
2021
Q3 		– Sell
-70,680
Closed -$1.29M – 307
2021
Q2 		$1.29M Buy
+70,680
New +$1.22M 0.26% 58

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Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Quest Capital Management's SCHG Position: Q3 2021 in Review

Quest Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2021, closing a stake of 70,680 shares — an estimated $1.29M sold.

Quest Capital Management first reported a position in SCHG in Q2 2021 and held it in 1 quarter. The position peaked at $1.29M in Q2 2021. 732 funds tracked by Wall St. Rank hold SCHG as of Q3 2021.

  • Quest Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2021 after selling out during the quarter.
  • Quest Capital Management sold 70,680 Schwab US Large-Cap Growth ETF shares in Q3 2021, an estimated $1.29M.
  • Quest Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2021 and held it in 1 quarter.
  • Quest Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.29M in Q2 2021.
  • 732 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2021.

Based on Quest Capital Management's 13F filing for Q3 2021, filed 1 Nov 2021.