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Whitegate Investment Counselors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Whitegate Investment Counselors’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
Q4 		– Sell
-43,488
Closed -$805K – 176
2021
Q3 		$805K Sell
43,488
-384
-0.9% -$7.32K 0.11% 131
2021
Q2 		$800K Buy
43,872
+200
+0.5% +$3.46K 0.11% 135
2021
Q1 		$708K Sell
43,672
-13,544
-24% -$220K 0.11% 135
2020
Q4 		$918K Sell
57,216
-88
-0.2% -$1.33K 0.15% 110
2020
Q3 		$825K Sell
57,304
-3,112
-5% -$43.4K 0.15% 113
2020
Q2 		$767K Sell
60,416
-6,152
-9% -$71.7K 0.15% 115
2020
Q1 		$663K Buy
66,568
+984
+2% +$11.2K 0.16% 109
2019
Q4 		$762K Buy
65,584
+112
+0.2% +$1.23K 0.14% 120
2019
Q3 		$688K Buy
65,472
+32
+0% +$337 0.14% 123
2019
Q2 		$681K Buy
65,440
+664
+1% +$6.75K 0.14% 121
2019
Q1 		$643K Buy
64,776
+2,112
+3% +$20K 0.13% 119
2018
Q4 		$540K Buy
62,664
+9,976
+19% +$92.9K 0.12% 122
2018
Q3 		$540K Buy
52,688
+24
+0% +$239 0.11% 127
2018
Q2 		$499K Buy
52,664
+280
+0.5% +$2.61K 0.1% 130
2018
Q1 		$470K Sell
52,384
-304
-0.6% -$2.8K 0.1% 132
2017
Q4 		$466K Sell
52,688
-1,376
-3% -$11.8K 0.1% 131
2017
Q3 		$447K Sell
54,064
-824
-2% -$6.68K 0.1% 131
2017
Q2 		$434K Buy
54,888
+1,400
+3% +$10.9K 0.1% 132
2017
Q1 		$404K Buy
53,488
+20,000
+60% +$148K 0.1% 133
2016
Q4 		$234K Buy
+33,488
New +$232K 0.06% 149

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

Whitegate Investment Counselors's SCHG Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2021, closing a stake of 43,488 shares — an estimated $805K sold.

Whitegate Investment Counselors first reported a position in SCHG in Q4 2016 and held it in 20 quarters. The position peaked at $918K in Q4 2020. 840 funds tracked by Wall St. Rank hold SCHG as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 43,488 Schwab US Large-Cap Growth ETF shares in Q4 2021, an estimated $805K.
  • Whitegate Investment Counselors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 20 quarters.
  • Whitegate Investment Counselors's Schwab US Large-Cap Growth ETF position peaked at $918K in Q4 2020.
  • 840 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.