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Sun Life Financial’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Sun Life Financial’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
2020
Q3 		– Sell
-36,560
Closed -$464K – 520
2020
Q2 		$464K Hold
36,560
– – 0.09% 86
2020
Q1 		$364K Hold
36,560
– – 0.09% 85
2019
Q4 		$425K Hold
36,560
– – 0.11% 92
2019
Q3 		$384K Hold
36,560
– – 0.1% 128
2019
Q2 		$380K Hold
36,560
– – 0.1% 130
2019
Q1 		$363K Hold
36,560
– – 0.08% 138
2018
Q4 		$315K Hold
36,560
– – 0.07% 147
2018
Q3 		$375K Hold
36,560
– – 0.07% 154
2018
Q2 		$346K Buy
36,560
+33,936
+1,293% +$316K 0.05% 157
2018
Q1 		$4.57K Sell
2,624
-33,936
-93% -$313K 0.04% 144
2017
Q4 		$323K Hold
36,560
– – 0.03% 123
2017
Q3 		$302K Hold
36,560
– – 0.03% 178
2017
Q2 		$289K Buy
36,560
+34,352
+1,556% +$268K 0.03% 175
2017
Q1 		$4.57K Buy
+2,208
New +$16.3K 0.01% 82
2016
Q3 		$254K Hold
36,560
– – 0.03% 53
2016
Q2 		$240K Hold
36,560
– – 0.03% 106
2016
Q1 		$240K Hold
36,560
– – 0.47% 12
2015
Q4 		$241K Buy
+36,560
New +$244K 0.03% 93

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Sun Life Financial's SCHG Position: Q3 2020 in Review

Sun Life Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 36,560 shares — an estimated $464K sold.

Sun Life Financial first reported a position in SCHG in Q4 2015 and held it in 18 quarters. The position peaked at $464K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Sun Life Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Sun Life Financial sold 36,560 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $464K.
  • Sun Life Financial first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and held it in 18 quarters.
  • Sun Life Financial's Schwab US Large-Cap Growth ETF position peaked at $464K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Sun Life Financial's 13F filing for Q3 2020, filed 9 Nov 2020.