Strategic Wealth Partners Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Strategic Wealth Partners 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
2022 Q1	–	Sell	-84,088	Closed	-$1.72M	–	63
2021 Q4	$1.72M	Buy	84,088 +88	+0.1%	+$1.76K	0.3%	27
2021 Q3	$1.55M	Buy	+84,000	New	+$1.6M	0.3%	26
2021 Q1	$1.45M	Sell	89,248 -5,936	-6%	-$96.6K	0.29%	27
2020 Q4	$1.53M	Buy	95,184 +80	+0.1%	+$1.21K	0.32%	24
2020 Q3	$1.37M	Sell	95,104 -768	-0.8%	-$10.7K	0.33%	23
2020 Q2	$1.22M	Sell	95,872 -2,400	-2%	-$28K	0.31%	22
2020 Q1	$978K	Buy	98,272 +7,952	+9%	+$90.7K	0.28%	25
2019 Q4	$1.05M	Buy	+90,320	New	+$995K	0.25%	27
2018 Q3	–	Sell	-1,336	Closed	-$12.7K	–	47
2018 Q2	$12.7K	Sell	1,336 -1,392	-51%	-$13K	0.25%	29
2018 Q1	$24.5K	Buy	+2,728	New	+$25.1K	1.91%	17

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Strategic Wealth Partners Group's SCHG Position: Q1 2022 in Review

Strategic Wealth Partners Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2022, closing a stake of 84,088 shares — an estimated $1.72M sold.

Strategic Wealth Partners Group first reported a position in SCHG in Q1 2018 and held it in 10 quarters. The position peaked at $1.72M in Q4 2021. 828 funds tracked by Wall St. Rank hold SCHG as of Q1 2022.

Strategic Wealth Partners Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2022 after selling out during the quarter.
Strategic Wealth Partners Group sold 84,088 Schwab US Large-Cap Growth ETF shares in Q1 2022, an estimated $1.72M.
Strategic Wealth Partners Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and held it in 10 quarters.
Strategic Wealth Partners Group's Schwab US Large-Cap Growth ETF position peaked at $1.72M in Q4 2021.
828 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2022.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2022, filed 12 May 2022.