WG
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Welch Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Welch Group’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 		– Sell
-15,384
Closed -$215K – 222
2022
Q3 		$215K Hold
15,384
– – 0.01% 162
2022
Q2 		$223K Sell
15,384
-28,000
-65% -$448K 0.01% 183
2022
Q1 		$811K Hold
43,384
– – 0.05% 91
2021
Q4 		$888K Buy
43,384
+2,560
+6% +$51.2K 0.05% 93
2021
Q3 		$756K Hold
40,824
– – 0.05% 90
2021
Q2 		$745K Sell
40,824
-1,760
-4% -$30.5K 0.05% 89
2021
Q1 		$691K Sell
42,584
-3,048
-7% -$49.6K 0.05% 87
2020
Q4 		$732K Buy
45,632
+4,808
+12% +$72.9K 0.06% 83
2020
Q3 		$588K Hold
40,824
– – 0.05% 84
2020
Q2 		$518K Buy
+40,824
New +$476K 0.05% 80

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

Welch Group's SCHG Position: Q4 2022 in Review

Welch Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2022, closing a stake of 15,384 shares — an estimated $215K sold.

Welch Group first reported a position in SCHG in Q2 2020 and held it in 10 quarters. The position peaked at $888K in Q4 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • Welch Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2022 after selling out during the quarter.
  • Welch Group sold 15,384 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $215K.
  • Welch Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 10 quarters.
  • Welch Group's Schwab US Large-Cap Growth ETF position peaked at $888K in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on Welch Group's 13F filing for Q4 2022, filed 30 Jan 2023.