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Relaxing Retirement Coach’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Relaxing Retirement Coach’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
2023
Q2 		$6.35M Sell
338,988
-5,132
-1% -$88K 1.91% 12
2023
Q1 		$5.61M Sell
344,120
-3,948
-1% -$59.9K 1.87% 12
2022
Q4 		$4.83M Sell
348,068
-2,040
-0.6% -$29.3K 1.79% 12
2022
Q3 		$4.88M Sell
350,108
-348
-0.1% -$5.45K 2.31% 12
2022
Q2 		$5.08M Buy
350,456
+4
+0% +$64 2.56% 12
2022
Q1 		$6.55M Sell
350,452
-956
-0.3% -$17.4K 3.36% 9
2021
Q4 		$7.19M Sell
351,408
-656
-0.2% -$13.1K 4.13% 8
2021
Q3 		$6.52M Sell
352,064
-2,256
-0.6% -$43K 5.34% 7
2021
Q2 		$6.46M Buy
354,320
+8
+0% +$138 5.5% 7
2021
Q1 		$5.75M Sell
354,312
-872
-0.2% -$14.2K 6.57% 4
2020
Q4 		$5.7M Sell
355,184
-355,168
-50% -$5.39M 6.23% 3
2020
Q3 		$10.2M Buy
710,352
+331,392
+87% +$4.62M 4.46% 6
2020
Q2 		$4.81M Sell
378,960
-6,648
-2% -$77.5K 3.38% 10
2020
Q1 		$3.84M Sell
385,608
-3,984
-1% -$45.5K 2.36% 20
2019
Q4 		$4.53M Sell
389,592
-2,304
-0.6% -$25.4K 1.32% 26
2019
Q3 		$4.12M Sell
391,896
-2,576
-0.7% -$27.2K 1.27% 26
2019
Q2 		$4.1M Sell
394,472
-25,288
-6% -$257K 1.25% 26
2019
Q1 		$4.17M Sell
419,760
-16,824
-4% -$159K 1.3% 26
2018
Q4 		$3.76M Sell
436,584
-32,040
-7% -$298K 1.27% 26
2018
Q3 		$4.81M Sell
468,624
-36,312
-7% -$362K 1.44% 25
2018
Q2 		$4.78M Sell
504,936
-378,712
-43% -$3.53M 1.48% 24
2018
Q1 		$7.92M Sell
883,648
-641,232
-42% -$5.91M 2.5% 19
2017
Q4 		$13.5M Buy
+1,524,880
New +$13.1M 4.38% 7

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
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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

Relaxing Retirement Coach's SCHG Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.5% in Q2 2023, selling an estimated $88K and leaving 338,988 shares worth $6.35M. The position accounts for 1.91% of the portfolio, ranked #12.

Relaxing Retirement Coach first reported a position in SCHG in Q4 2017 and has held it in 23 quarters since. The position peaked at $13.5M in Q4 2017. 943 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • Relaxing Retirement Coach held 338,988 shares of Schwab US Large-Cap Growth ETF worth $6.35M as of Q2 2023.
  • Relaxing Retirement Coach sold 5,132 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $88K.
  • Schwab US Large-Cap Growth ETF made up 1.91% of Relaxing Retirement Coach's portfolio in Q2 2023, its #12 holding.
  • Relaxing Retirement Coach first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Schwab US Large-Cap Growth ETF position peaked at $13.5M in Q4 2017.
  • 943 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.