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SVA Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

SVA Wealth Management’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
Q4 		$2.77M Buy
172,600
+720
+0.4% +$10.9K 0.24% 77
2020
Q3 		$2.47M Sell
171,880
-1,000
-0.6% -$13.9K 0.25% 81
2020
Q2 		$2.19M Hold
172,880
– – 0.23% 84
2020
Q1 		$1.72M Buy
172,880
+17,800
+11% +$203K 0.2% 88
2019
Q4 		$1.8M Sell
155,080
-128
-0.1% -$1.41K 0.17% 103
2019
Q3 		$1.63M Sell
155,208
-1,272
-0.8% -$13.4K 0.16% 102
2019
Q2 		$1.63M Sell
156,480
-1,096
-0.7% -$11.1K 0.16% 102
2019
Q1 		$1.56M Sell
157,576
-6,744
-4% -$63.8K 0.15% 108
2018
Q4 		$1.42M Buy
164,320
+36,296
+28% +$338K 0.16% 100
2018
Q3 		$1.31M Sell
128,024
-416
-0.3% -$4.14K 0.13% 107
2018
Q2 		$1.22M Sell
128,440
-43,672
-25% -$407K 0.13% 114
2018
Q1 		$1.42M Buy
172,112
+15,432
+10% +$142K 0.18% 107
2017
Q4 		$1.39M Sell
156,680
-15,432
-9% -$133K 0.16% 108
2017
Q3 		$1.42M Buy
172,112
+1,896
+1% +$15.4K 0.18% 107
2017
Q2 		$1.34M Buy
170,216
+2,768
+2% +$21.6K 0.17% 105
2017
Q1 		$1.27M Sell
167,448
-20,576
-11% -$152K 0.17% 102
2016
Q4 		$1.31M Buy
188,024
+17,000
+10% +$118K 0.2% 100
2016
Q3 		$1.19M Buy
171,024
+12,840
+8% +$88.2K 0.18% 100
2016
Q2 		$1.04M Buy
158,184
+55,992
+55% +$368K 0.17% 109
2016
Q1 		$670K Sell
102,192
-14,248
-12% -$88.3K 0.11% 127
2015
Q4 		$769K Buy
116,440
+16,928
+17% +$113K 0.13% 131
2015
Q3 		$622K Hold
99,512
– – 0.12% 138
2015
Q2 		$668K Buy
99,512
+23,376
+31% +$159K 0.12% 142
2015
Q1 		$513K Buy
76,136
+24,208
+47% +$160K 0.09% 157
2014
Q4 		$336K Buy
51,928
+11,840
+30% +$74.6K 0.12% 142
2014
Q3 		$246K Hold
40,088
– – 0.1% 143
2014
Q2 		$243K Buy
+40,088
New +$234K 0.1% 143

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

SVA Wealth Management's SCHG Position: Q4 2020 in Review

SVA Wealth Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.42% in Q4 2020, buying an estimated $10.9K and bringing the position to 172,600 shares worth $2.77M. The position accounts for 0.24% of the portfolio, ranked #77.

SVA Wealth Management first reported a position in SCHG in Q2 2014 and has held it in 27 quarters since. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • SVA Wealth Management held 172,600 shares of Schwab US Large-Cap Growth ETF worth $2.77M as of Q4 2020.
  • SVA Wealth Management bought 720 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $10.9K.
  • Schwab US Large-Cap Growth ETF made up 0.24% of SVA Wealth Management's portfolio in Q4 2020, its #77 holding.
  • SVA Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and has held it in 27 quarters since.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.