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Stillwater Investment Management (Minnesota)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stillwater Investment Management (Minnesota)’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
Q1 		$1.76M Buy
107,980
+116
+0.1% +$1.76K 0.47% 44
2022
Q4 		$1.5M Buy
107,864
+124
+0.1% +$1.78K 0.42% 45
2022
Q3 		$1.5M Buy
107,740
+116
+0.1% +$1.82K 0.46% 44
2022
Q2 		$1.56M Buy
107,624
+76,836
+250% +$1.23M 0.46% 45
2022
Q1 		$576K Buy
+30,788
New +$561K 0.15% 57

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 $11.5B AUM 18.82% 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
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
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

Stillwater Investment Management (Minnesota)'s SCHG Position: Q1 2023 in Review

Stillwater Investment Management (Minnesota) increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.11% in Q1 2023, buying an estimated $1.76K and bringing the position to 107,980 shares worth $1.76M. The position accounts for 0.47% of the portfolio, ranked #44.

Stillwater Investment Management (Minnesota) first reported a position in SCHG in Q1 2022 and has held it in 5 quarters since. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Stillwater Investment Management (Minnesota) held 107,980 shares of Schwab US Large-Cap Growth ETF worth $1.76M as of Q1 2023.
  • Stillwater Investment Management (Minnesota) bought 116 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $1.76K.
  • Schwab US Large-Cap Growth ETF made up 0.47% of Stillwater Investment Management (Minnesota)'s portfolio in Q1 2023, its #44 holding.
  • Stillwater Investment Management (Minnesota) first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and has held it in 5 quarters since.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Stillwater Investment Management (Minnesota)'s 13F filing for Q1 2023, filed 5 Apr 2023.