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

RMR Wealth Builders’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
2021
Q2 		– Sell
-1,400
Closed -$23K – 599
2021
Q1 		$23K Buy
+1,400
New +$22.8K 0.01% 490

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

RMR Wealth Builders's SCHG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 1,400 shares — an estimated $23K sold.

RMR Wealth Builders first reported a position in SCHG in Q1 2021 and held it in 1 quarter. The position peaked at $23K in Q1 2021. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 1,400 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $23K.
  • RMR Wealth Builders first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's Schwab US Large-Cap Growth ETF position peaked at $23K in Q1 2021.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.