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Slow Capital’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Slow Capital’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
-74,344
Closed -$1.21M – 184
2021
Q1 		$1.21M Sell
74,344
-736
-1% -$12K 0.26% 124
2020
Q4 		$1.21M Sell
75,080
-16,528
-18% -$251K 0.29% 118
2020
Q3 		$1.32M Buy
+91,608
New +$1.28M 0.36% 106

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

Slow Capital's SCHG Position: Q2 2021 in Review

Slow Capital sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 74,344 shares — an estimated $1.21M sold.

Slow Capital first reported a position in SCHG in Q3 2020 and held it in 3 quarters. The position peaked at $1.32M in Q3 2020. 698 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Slow Capital reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Slow Capital sold 74,344 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $1.21M.
  • Slow Capital first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 3 quarters.
  • Slow Capital's Schwab US Large-Cap Growth ETF position peaked at $1.32M in Q3 2020.
  • 698 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Slow Capital's 13F filing for Q2 2021, filed 29 Jul 2021.