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Sonora Investment Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sonora Investment Management 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
2023
Q3 		– Sell
-18,484
Closed -$346K – 277
2023
Q2 		$346K Buy
18,484
+20
+0.1% +$343 0.03% 194
2023
Q1 		$301K Buy
18,464
+20
+0.1% +$304 0.03% 210
2022
Q4 		$256K Buy
+18,444
New +$265K 0.02% 223

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Sonora Investment Management Group's SCHG Position: Q3 2023 in Review

Sonora Investment Management Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2023, closing a stake of 18,484 shares — an estimated $346K sold.

Sonora Investment Management Group first reported a position in SCHG in Q4 2022 and held it in 3 quarters. The position peaked at $346K in Q2 2023. 971 funds tracked by Wall St. Rank hold SCHG as of Q3 2023.

  • Sonora Investment Management Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2023 after selling out during the quarter.
  • Sonora Investment Management Group sold 18,484 Schwab US Large-Cap Growth ETF shares in Q3 2023, an estimated $346K.
  • Sonora Investment Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
  • Sonora Investment Management Group's Schwab US Large-Cap Growth ETF position peaked at $346K in Q2 2023.
  • 971 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2023.

Based on Sonora Investment Management Group's 13F filing for Q3 2023, filed 2 Nov 2023.