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Rockbridge Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Rockbridge Investment Management’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
-800
Closed -$15K – 775
2022
Q1 		$15K Buy
+800
New +$14.6K ﹤0.01% 446

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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

Rockbridge Investment Management's SCHG Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 800 shares — an estimated $15K sold.

Rockbridge Investment Management first reported a position in SCHG in Q1 2022 and held it in 1 quarter. The position peaked at $15K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Rockbridge Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 800 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $15K.
  • Rockbridge Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Rockbridge Investment Management's Schwab US Large-Cap Growth ETF position peaked at $15K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.