Ten Capital Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ten Capital Wealth Advisors’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 Q2	–	Sell	-2,996	Closed	-$48.8K	–	451
2023 Q1	$48.8K	Buy	2,996 +1,096	+58%	+$16.6K	0.02%	224
2022 Q4	$26.4K	Hold	1,900	–	–	0.01%	240
2022 Q3	$27K	Hold	1,900	–	–	0.01%	208
2022 Q2	$28K	Hold	1,900	–	–	0.01%	176
2022 Q1	$36K	Sell	1,900 -4	-0.2%	-$73	0.02%	166
2021 Q4	$39K	Sell	1,904 -9,192	-83%	-$184K	0.02%	154
2021 Q3	$205K	Buy	+11,096	New	+$211K	0.1%	65
2021 Q2	–	Sell	-2,304	Closed	-$37K	–	487
2021 Q1	$37K	Buy	+2,304	New	+$37.5K	0.01%	188

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

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

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

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

APP

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 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

Ten Capital Wealth Advisors's SCHG Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2023, closing a stake of 2,996 shares — an estimated $48.8K sold.

Ten Capital Wealth Advisors first reported a position in SCHG in Q1 2021 and held it in 8 quarters. The position peaked at $205K in Q3 2021. 942 funds tracked by Wall St. Rank hold SCHG as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 2,996 Schwab US Large-Cap Growth ETF shares in Q2 2023, an estimated $48.8K.
Ten Capital Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2021 and held it in 8 quarters.
Ten Capital Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $205K in Q3 2021.
942 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.