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Running Point Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Running Point Capital Advisors’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
Q4 		– Sell
-3,784
Closed -$70K – 164
2021
Q3 		$70K Buy
3,784
+8
+0.2% +$152 0.03% 124
2021
Q2 		$69K Hold
3,776
– – 0.03% 111
2021
Q1 		$61K Buy
3,776
+3,744
+11,700% +$60.9K 0.03% 100
2020
Q4 		$1K Buy
+32
New +$485 ﹤0.01% 124

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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Running Point Capital Advisors's SCHG Position: Q4 2021 in Review

Running Point Capital Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2021, closing a stake of 3,784 shares — an estimated $70K sold.

Running Point Capital Advisors first reported a position in SCHG in Q4 2020 and held it in 4 quarters. The position peaked at $70K in Q3 2021. 840 funds tracked by Wall St. Rank hold SCHG as of Q4 2021.

  • Running Point Capital Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Running Point Capital Advisors sold 3,784 Schwab US Large-Cap Growth ETF shares in Q4 2021, an estimated $70K.
  • Running Point Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and held it in 4 quarters.
  • Running Point Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $70K in Q3 2021.
  • 840 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2021.

Based on Running Point Capital Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.