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WC Walker & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WC Walker & Associates’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
Q4 		$521K Buy
34,348
+212
+0.6% +$3.05K 0.28% 50
2022
Q3 		$498K Buy
+34,136
New +$535K 0.28% 51

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 $10B AUM 15.14% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

WC Walker & Associates's SCHG Position: Q4 2022 in Review

WC Walker & Associates increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 0.62% in Q4 2022, buying an estimated $3.05K and bringing the position to 34,348 shares worth $521K. The position accounts for 0.28% of the portfolio, ranked #50.

WC Walker & Associates first reported a position in SCHG in Q3 2022 and has held it in 2 quarters since. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • WC Walker & Associates held 34,348 shares of Schwab US Large-Cap Growth ETF worth $521K as of Q4 2022.
  • WC Walker & Associates bought 212 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $3.05K.
  • Schwab US Large-Cap Growth ETF made up 0.28% of WC Walker & Associates's portfolio in Q4 2022, its #50 holding.
  • WC Walker & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q3 2022 and has held it in 2 quarters since.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.