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

RegentAtlantic Capital’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
Q2 		– Sell
-11,908
Closed -$223K – 702
2022
Q1 		$223K Sell
11,908
-4
-0% -$73 0.01% 634
2021
Q4 		$244K Sell
11,912
-160
-1% -$3.2K 0.01% 622
2021
Q3 		$223K Sell
12,072
-1,160
-9% -$22.1K 0.01% 618
2021
Q2 		$241K Hold
13,232
– – 0.01% 578
2021
Q1 		$215K Hold
13,232
– – 0.01% 523
2020
Q4 		$212K Buy
+13,232
New +$201K 0.01% 476

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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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RegentAtlantic Capital's SCHG Position: Q2 2022 in Review

RegentAtlantic Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 11,908 shares — an estimated $223K sold.

RegentAtlantic Capital first reported a position in SCHG in Q4 2020 and held it in 6 quarters. The position peaked at $244K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • RegentAtlantic Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • RegentAtlantic Capital sold 11,908 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $223K.
  • RegentAtlantic Capital first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
  • RegentAtlantic Capital's Schwab US Large-Cap Growth ETF position peaked at $244K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on RegentAtlantic Capital's 13F filing for Q2 2022, filed 15 Aug 2022.