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

Voya Financial 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
2021
Q2 		– Sell
-1,168,656
Closed -$18.7M – 534
2021
Q1 		$18.7M Sell
1,168,656
-4,936
-0.4% -$80.3K 0.74% 19
2020
Q4 		$18.8M Sell
1,173,592
-24,976
-2% -$379K 0.81% 20
2020
Q3 		$17.1M Sell
1,198,568
-44,984
-4% -$627K 0.85% 20
2020
Q2 		$15.5M Sell
1,243,552
-296
-0% -$3.45K 0.82% 20
2020
Q1 		$12.6M Sell
1,243,848
-8,496
-0.7% -$96.9K 0.7% 25
2019
Q4 		$14.5M Buy
1,252,344
+26,744
+2% +$295K 0.71% 25
2019
Q3 		$12.8M Buy
1,225,600
+2,728
+0.2% +$28.8K 0.69% 27
2019
Q2 		$12.6M Sell
1,222,872
-9,616
-0.8% -$97.8K 0.68% 27
2019
Q1 		$12.1M Buy
1,232,488
+24,280
+2% +$230K 0.7% 25
2018
Q4 		$10.3M Sell
1,208,208
-68,008
-5% -$633K 0.69% 25
2018
Q3 		$13.1M Buy
1,276,216
+1,176
+0.1% +$11.7K 0.76% 22
2018
Q2 		$12.1M Buy
1,275,040
+30,824
+2% +$287K 0.78% 21
2018
Q1 		$11M Sell
1,244,216
-5,536
-0.4% -$51K 0.73% 22
2017
Q4 		$11.1M Sell
1,249,752
-29,832
-2% -$256K 0.71% 25
2017
Q3 		$10.5M Buy
1,279,584
+27,824
+2% +$226K 0.7% 27
2017
Q2 		$9.87M Buy
1,251,760
+24,920
+2% +$194K 0.7% 30
2017
Q1 		$9.27M Buy
1,226,840
+97,704
+9% +$722K 0.72% 29
2016
Q4 		$7.92M Buy
1,129,136
+83,136
+8% +$575K 0.69% 28
2016
Q3 		$7.2M Buy
1,046,000
+63,840
+6% +$438K 0.74% 30
2016
Q2 		$6.38M Buy
982,160
+157,480
+19% +$1.03M 0.75% 27
2016
Q1 		$5.41M Buy
824,680
+88,536
+12% +$549K 0.75% 31
2015
Q4 		$4.91M Buy
736,144
+97,232
+15% +$649K 0.73% 34
2015
Q3 		$3.91M Buy
638,912
+176,576
+38% +$1.18M 0.7% 31
2015
Q2 		$3.08M Buy
462,336
+232,432
+101% +$1.59M 0.55% 36
2015
Q1 		$1.56M Buy
+229,904
New +$1.52M 0.3% 77

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $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
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

Voya Financial Advisors's SCHG Position: Q2 2021 in Review

Voya Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2021, closing a stake of 1,168,656 shares — an estimated $18.7M sold.

Voya Financial Advisors first reported a position in SCHG in Q1 2015 and held it in 25 quarters. The position peaked at $18.8M in Q4 2020. 699 funds tracked by Wall St. Rank hold SCHG as of Q2 2021.

  • Voya Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2021 after selling out during the quarter.
  • Voya Financial Advisors sold 1,168,656 Schwab US Large-Cap Growth ETF shares in Q2 2021, an estimated $18.7M.
  • Voya Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and held it in 25 quarters.
  • Voya Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $18.8M in Q4 2020.
  • 699 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2021.

Based on Voya Financial Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.