Wipfli Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Wipfli Financial Advisors’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 Q3	$6.73M	Sell	482,184 -11,624	-2%	-$182K	0.47%	25
2022 Q2	$7.16M	Sell	493,808 -188,668	-28%	-$3.02M	0.78%	17
2022 Q1	$12.8M	Sell	682,476 -24,156	-3%	-$441K	1.29%	10
2021 Q4	$14.5M	Sell	706,632 -90,368	-11%	-$1.81M	1.66%	10
2021 Q3	$14.8M	Sell	797,000 -13,680	-2%	-$261K	1.88%	10
2021 Q2	$14.8M	Sell	810,680 -52,816	-6%	-$914K	2.09%	9
2021 Q1	$14M	Buy	863,496 +61,936	+8%	+$1.01M	7.63%	2
2020 Q4	$12.9M	Buy	+801,560	New	+$12.2M	7.67%	2

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return

Wipfli Financial Advisors's SCHG Position: Q3 2022 in Review

Wipfli Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.4% in Q3 2022, selling an estimated $182K and leaving 482,184 shares worth $6.73M. The position accounts for 0.47% of the portfolio, ranked #25.

Wipfli Financial Advisors first reported a position in SCHG in Q4 2020 and has held it in 8 quarters since. The position peaked at $14.8M in Q2 2021. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

Wipfli Financial Advisors held 482,184 shares of Schwab US Large-Cap Growth ETF worth $6.73M as of Q3 2022.
Wipfli Financial Advisors sold 11,624 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $182K.
Schwab US Large-Cap Growth ETF made up 0.47% of Wipfli Financial Advisors's portfolio in Q3 2022, its #25 holding.
Wipfli Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2020 and has held it in 8 quarters since.
Wipfli Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $14.8M in Q2 2021.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.