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Reframe Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Reframe Wealth’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
Q4 		$310K Buy
+22,288
New +$320K 0.12% 48

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Reframe Wealth's SCHG Position: Q4 2022 in Review

Reframe Wealth opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022: 22,288 shares worth $310K. The stake represents 0.12% of the portfolio and ranks #48 among its holdings.

861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Reframe Wealth held 22,288 shares of Schwab US Large-Cap Growth ETF worth $310K as of Q4 2022.
  • Schwab US Large-Cap Growth ETF was a new Reframe Wealth position in Q4 2022.
  • Schwab US Large-Cap Growth ETF made up 0.12% of Reframe Wealth's portfolio in Q4 2022, its #48 holding.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Reframe Wealth's 13F filing for Q4 2022, filed 30 Mar 2023.