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RFP Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-440
Closed -$8.26K – 939
2023
Q2 		$8.26K Buy
+440
New +$7.54K ﹤0.01% 451

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APP
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Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

RFP Financial Group's SCHG Position: Q3 2023 in Review

RFP Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 440 shares — an estimated $8.26K sold.

RFP Financial Group first reported a position in SCHG in Q2 2023 and held it in 1 quarter. The position peaked at $8.26K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • RFP Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • RFP Financial Group sold 440 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $8.26K.
  • RFP Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2023 and held it in 1 quarter.
  • RFP Financial Group's Schwab US Large-Cap Growth ETF position peaked at $8.26K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on RFP Financial Group's 13F filing for Q3 2023, filed 30 Oct 2023.