SLWA
SCHG icon

San Luis Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

San Luis Wealth 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
2023
Q2 		– Sell
-15,068
Closed -$246K – 182
2023
Q1 		$246K Buy
+15,068
New +$229K 0.09% 143

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $3.25B AUM 14.16% 1-Year Est. Return

San Luis Wealth Advisors's SCHG Position: Q2 2023 in Review

San Luis Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 15,068 shares — an estimated $246K sold.

San Luis Wealth Advisors first reported a position in SCHG in Q1 2023 and held it in 1 quarter. The position peaked at $246K in Q1 2023. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

  • San Luis Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
  • San Luis Wealth Advisors sold 15,068 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $246K.
  • San Luis Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2023 and held it in 1 quarter.
  • San Luis Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $246K in Q1 2023.
  • 942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on San Luis Wealth Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.