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St. James Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

St. James Investment Advisors’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
Q2 		– Sell
-440
Closed -$8K – 114
2022
Q1 		$8K Hold
440
– – 0.01% 68
2021
Q4 		$9K Buy
+440
New +$8.79K 0.01% 88

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
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

St. James Investment Advisors's SCHG Position: Q2 2022 in Review

St. James Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 440 shares — an estimated $8K sold.

St. James Investment Advisors first reported a position in SCHG in Q4 2021 and held it in 2 quarters. The position peaked at $9K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • St. James Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • St. James Investment Advisors sold 440 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $8K.
  • St. James Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2021 and held it in 2 quarters.
  • St. James Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $9K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on St. James Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.