Regions Financial Corp’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Regions Financial Corp’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	–	Sell	-18,984	Closed	-$265K	–	855
2022 Q3	$265K	Sell	18,984 -360	-2%	-$5.64K	﹤0.01%	702
2022 Q2	$280K	Sell	19,344 -1,200	-6%	-$19.2K	﹤0.01%	721
2022 Q1	$384K	Hold	20,544	–	–	﹤0.01%	687
2021 Q4	$421K	Sell	20,544 -20,000	-49%	-$400K	﹤0.01%	685
2021 Q3	$751K	Buy	+40,544	New	+$772K	0.01%	539
2020 Q2	–	Sell	-74,984	Closed	-$747K	–	864
2020 Q1	$747K	Buy	+74,984	New	+$855K	0.01%	430
2019 Q2	–	Sell	-9,448	Closed	-$94K	–	1553
2019 Q1	$94K	Hold	9,448	–	–	﹤0.01%	997
2018 Q4	$81K	Hold	9,448	–	–	﹤0.01%	1019
2018 Q3	$97K	Hold	9,448	–	–	﹤0.01%	1051
2018 Q2	$89K	Hold	9,448	–	–	﹤0.01%	1059
2018 Q1	$85K	Sell	9,448 -816	-8%	-$7.52K	﹤0.01%	1076
2017 Q4	$91K	Buy	+10,264	New	+$88.2K	﹤0.01%	1080

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Regions Financial Corp's SCHG Position: Q4 2022 in Review

Regions Financial Corp sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 18,984 shares — an estimated $265K sold.

Regions Financial Corp first reported a position in SCHG in Q4 2017 and held it in 12 quarters. The position peaked at $751K in Q3 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

Regions Financial Corp reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
Regions Financial Corp sold 18,984 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $265K.
Regions Financial Corp first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 12 quarters.
Regions Financial Corp's Schwab US Large-Cap Growth ETF position peaked at $751K in Q3 2021.
861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Regions Financial Corp's 13F filing for Q4 2022, filed 6 Feb 2023.