WT Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WT Wealth Management’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	–	Sell	-19,008	Closed	-$276K	–	102
2022 Q2	$276K	Sell	19,008 -12,348	-39%	-$197K	0.14%	95
2022 Q1	$587K	Sell	31,356 -804	-3%	-$14.7K	0.23%	88
2021 Q4	$658K	Buy	32,160 +568	+2%	+$11.4K	0.24%	85
2021 Q3	$585K	Buy	31,592 +712	+2%	+$13.6K	0.23%	91
2021 Q2	$563K	Sell	30,880 -3,088	-9%	-$53.4K	0.23%	96
2021 Q1	$551K	Sell	33,968 -10,360	-23%	-$169K	0.25%	97
2020 Q4	$711K	Sell	44,328 -15,168	-25%	-$230K	0.39%	80
2020 Q3	$856K	Sell	59,496 -3,248	-5%	-$45.3K	0.57%	51
2020 Q2	$796K	Sell	62,744 -4,688	-7%	-$54.7K	0.64%	40
2020 Q1	$671K	Sell	67,432 -5,056	-7%	-$57.7K	0.71%	32
2019 Q4	$841K	Buy	72,488 +10,656	+17%	+$117K	0.64%	33
2019 Q3	$649K	Buy	+61,832	New	+$652K	0.56%	41

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

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

GSIS

Global Strategic Investment Solutions Scottsdale, Arizona $1.13B AUM 19.83% 1-Year Est. Return

WT Wealth Management's SCHG Position: Q3 2022 in Review

WT Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2022, closing a stake of 19,008 shares — an estimated $276K sold.

WT Wealth Management first reported a position in SCHG in Q3 2019 and held it in 12 quarters. The position peaked at $856K in Q3 2020. 791 funds tracked by Wall St. Rank hold SCHG as of Q3 2022.

WT Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2022 after selling out during the quarter.
WT Wealth Management sold 19,008 Schwab US Large-Cap Growth ETF shares in Q3 2022, an estimated $276K.
WT Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and held it in 12 quarters.
WT Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $856K in Q3 2020.
791 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2022.

Based on WT Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.