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Reby Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Reby Advisors’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 		$51.6M Buy
+3,211,720
New +$48.7M 13.5% 1

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

Reby Advisors's SCHG Position: Q4 2020 in Review

Reby Advisors opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020: 3,211,720 shares worth $51.6M. The stake represents 13.5% of the portfolio and ranks #1 among its holdings.

669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Reby Advisors held 3,211,720 shares of Schwab US Large-Cap Growth ETF worth $51.6M as of Q4 2020.
  • Schwab US Large-Cap Growth ETF was a new Reby Advisors position in Q4 2020.
  • Schwab US Large-Cap Growth ETF made up 13.5% of Reby Advisors's portfolio in Q4 2020, its #1 holding.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.