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

Theory 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
2022
Q2 		– Sell
-47,528
Closed -$889K – 65
2022
Q1 		$889K Buy
+47,528
New +$867K 0.59% 34

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APP
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mariner
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Theory Financial's SCHG Position: Q2 2022 in Review

Theory Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2022, closing a stake of 47,528 shares — an estimated $889K sold.

Theory Financial first reported a position in SCHG in Q1 2022 and held it in 1 quarter. The position peaked at $889K in Q1 2022. 791 funds tracked by Wall St. Rank hold SCHG as of Q2 2022.

  • Theory Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2022 after selling out during the quarter.
  • Theory Financial sold 47,528 Schwab US Large-Cap Growth ETF shares in Q2 2022, an estimated $889K.
  • Theory Financial first reported a position in Schwab US Large-Cap Growth ETF in Q1 2022 and held it in 1 quarter.
  • Theory Financial's Schwab US Large-Cap Growth ETF position peaked at $889K in Q1 2022.
  • 791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2022.

Based on Theory Financial's 13F filing for Q2 2022, filed 10 Aug 2022.