Seven Springs Wealth Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Seven Springs Wealth Group’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	-2,000	Closed	-$32K	–	129
2021 Q1	$32K	Sell	2,000 -1,240	-38%	-$20.2K	0.02%	93
2020 Q4	$52K	Buy	3,240 +1,240	+62%	+$18.8K	0.03%	77
2020 Q3	$29K	Hold	2,000	–	–	0.02%	86
2020 Q2	$25K	Hold	2,000	–	–	0.02%	88
2020 Q1	$20K	Sell	2,000 -1,088	-35%	-$12.4K	0.01%	94
2019 Q4	$36K	Buy	+3,088	New	+$34K	0.02%	103

Other funds holding SCHG

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seven Springs Wealth Group's SCHG Position: Q2 2021 in Review

Seven Springs Wealth Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 2,000 shares — an estimated $32K sold.

Seven Springs Wealth Group first reported a position in SCHG in Q4 2019 and held it in 6 quarters. The position peaked at $52K in Q4 2020. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

Seven Springs Wealth Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
Seven Springs Wealth Group sold 2,000 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $32K.
Seven Springs Wealth Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 6 quarters.
Seven Springs Wealth Group's Schwab US Large-Cap Growth ETF position peaked at $52K in Q4 2020.
698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Seven Springs Wealth Group's 13F filing for Q2 2021, filed 27 Jul 2021.