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WFA of San Diego’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WFA of San Diego’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
-2,528
Closed -$35.1K – 355
2022
Q4 		$35.1K Buy
+2,528
New +$36.3K 0.03% 227

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 $3.64B AUM 14.73% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

WFA of San Diego's SCHG Position: Q1 2023 in Review

WFA of San Diego sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2023, closing a stake of 2,528 shares — an estimated $35.1K sold.

WFA of San Diego first reported a position in SCHG in Q4 2022 and held it in 1 quarter. The position peaked at $35.1K in Q4 2022. 891 funds tracked by Wall St. Rank hold SCHG as of Q1 2023.

  • WFA of San Diego reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2023 after selling out during the quarter.
  • WFA of San Diego sold 2,528 Schwab US Large-Cap Growth ETF shares in Q1 2023, an estimated $35.1K.
  • WFA of San Diego first reported a position in Schwab US Large-Cap Growth ETF in Q4 2022 and held it in 1 quarter.
  • WFA of San Diego's Schwab US Large-Cap Growth ETF position peaked at $35.1K in Q4 2022.
  • 891 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2023.

Based on WFA of San Diego's 13F filing for Q1 2023, filed 17 Apr 2023.