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Vigilant Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Vigilant Capital 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
2023
Q1 		– Sell
-11,600
Closed -$161K – 495
2022
Q4 		$161K Buy
+11,600
New +$167K 0.01% 162
2020
Q3 		– Sell
-1,080
Closed -$14K – 374
2020
Q2 		$14K Buy
+1,080
New +$12.6K ﹤0.01% 266

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $3.7B AUM 16.56% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Vigilant Capital Management's SCHG Position: Q1 2023 in Review

Vigilant Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 11,600 shares — an estimated $161K sold.

Vigilant Capital Management first reported a position in SCHG in Q2 2020 and held it in 2 quarters. The position peaked at $161K in Q4 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • Vigilant Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • Vigilant Capital Management sold 11,600 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $161K.
  • Vigilant Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 2 quarters.
  • Vigilant Capital Management's Schwab US Large-Cap Growth ETF position peaked at $161K in Q4 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on Vigilant Capital Management's 13F filing for Q1 2023, filed 1 May 2023.