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

WealthStone’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
Q1 		$268K Sell
16,552
-8,000
-33% -$130K 0.09% 184
2020
Q4 		$394K Buy
+24,552
New +$372K 0.14% 105
2019
Q2 		– Hold
0
– – – 222

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
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

WealthStone's SCHG Position: Q1 2021 in Review

WealthStone reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 33% in Q1 2021, selling an estimated $130K and leaving 16,552 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #184.

WealthStone first reported a position in SCHG in Q4 2020 and has held it in 2 quarters since. The position peaked at $394K in Q4 2020. 681 funds tracked by Wall St. Rank hold SCHG as of Q1 2021.

  • WealthStone held 16,552 shares of Schwab US Large-Cap Growth ETF worth $268K as of Q1 2021.
  • WealthStone sold 8,000 Schwab US Large-Cap Growth ETF shares in Q1 2021, an estimated $130K.
  • Schwab US Large-Cap Growth ETF made up 0.09% of WealthStone's portfolio in Q1 2021, its #184 holding.
  • WealthStone first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 2 quarters since.
  • WealthStone's Schwab US Large-Cap Growth ETF position peaked at $394K in Q4 2020.
  • 681 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.