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Shilanski & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Shilanski & Associates’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
-84,816
Closed -$1.18M – 185
2022
Q3 		$1.18M Buy
+84,816
New +$1.33M 0.43% 37

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
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 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
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
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

Shilanski & Associates's SCHG Position: Q4 2022 in Review

Shilanski & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 84,816 shares — an estimated $1.18M sold.

Shilanski & Associates first reported a position in SCHG in Q3 2022 and held it in 1 quarter. The position peaked at $1.18M in Q3 2022. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Shilanski & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 84,816 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $1.18M.
  • Shilanski & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's Schwab US Large-Cap Growth ETF position peaked at $1.18M in Q3 2022.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.