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Selective Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Selective Wealth 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
Q4 		– Sell
-272
Closed -$4K – 613
2022
Q3 		$4K Buy
+272
New +$4.26K ﹤0.01% 622
2021
Q1 		– Sell
-1,552
Closed -$25K – 424
2020
Q4 		$25K Buy
+1,552
New +$23.5K 0.02% 161
2019
Q4 		– Sell
-360
Closed -$4K – 342
2019
Q3 		$4K Buy
+360
New +$3.79K 0.01% 250

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Selective Wealth Management's SCHG Position: Q4 2022 in Review

Selective Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 272 shares — an estimated $4K sold.

Selective Wealth Management first reported a position in SCHG in Q3 2019 and held it in 3 quarters. The position peaked at $25K in Q4 2020. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Selective Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 272 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $4K.
  • Selective Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and held it in 3 quarters.
  • Selective Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $25K in Q4 2020.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.