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

Strategic Capital Advisers’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 		$285K Sell
19,636
-1,724
-8% -$27.6K 0.24% 50
2022
Q1 		$400K Buy
21,360
+56
+0.3% +$1.02K 0.3% 44
2021
Q4 		$436K Buy
21,304
+160
+0.8% +$3.2K 0.31% 45
2021
Q3 		$391K Sell
21,144
-680
-3% -$13K 0.3% 46
2021
Q2 		$398K Sell
21,824
-808
-4% -$14K 0.33% 44
2021
Q1 		$367K Buy
22,632
+48
+0.2% +$781 0.32% 44
2020
Q4 		$363K Sell
22,584
-2,736
-11% -$41.5K 0.31% 42
2020
Q3 		$365K Sell
25,320
-2,720
-10% -$37.9K 0.34% 41
2020
Q2 		$356K Sell
28,040
-4,600
-14% -$53.6K 0.36% 42
2020
Q1 		$325K Buy
32,640
+144
+0.4% +$1.64K 0.39% 41
2019
Q4 		$377K Sell
32,496
-1,784
-5% -$19.7K 0.35% 46
2019
Q3 		$360K Buy
34,280
+560
+2% +$5.9K 0.4% 48
2019
Q2 		$351K Buy
33,720
+536
+2% +$5.45K 0.37% 46
2019
Q1 		$329K Sell
33,184
-496
-1% -$4.69K 0.36% 44
2018
Q4 		$290K Sell
33,680
-1,320
-4% -$12.3K 0.31% 45
2018
Q3 		$359K Buy
35,000
+480
+1% +$4.78K 0.26% 45
2018
Q2 		$342K Buy
34,520
+688
+2% +$6.41K 0.25% 46
2018
Q1 		$299K Hold
33,832
– – 0.3% 50
2017
Q4 		$299K Buy
+33,832
New +$291K 0.29% 50

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 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 $445B AUM 25.58% 1-Year Est. Return

Strategic Capital Advisers's SCHG Position: Q2 2022 in Review

Strategic Capital Advisers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 8.1% in Q2 2022, selling an estimated $27.6K and leaving 19,636 shares worth $285K. The position accounts for 0.24% of the portfolio, ranked #50.

Strategic Capital Advisers first reported a position in SCHG in Q4 2017 and has held it in 19 quarters since. The position peaked at $436K in Q4 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Strategic Capital Advisers held 19,636 shares of Schwab US Large-Cap Growth ETF worth $285K as of Q2 2022.
  • Strategic Capital Advisers sold 1,724 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $27.6K.
  • Schwab US Large-Cap Growth ETF made up 0.24% of Strategic Capital Advisers's portfolio in Q2 2022, its #50 holding.
  • Strategic Capital Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 19 quarters since.
  • Strategic Capital Advisers's Schwab US Large-Cap Growth ETF position peaked at $436K in Q4 2021.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Strategic Capital Advisers's 13F filing for Q2 2022, filed 18 Jul 2022.