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YorkBridge Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

YorkBridge Wealth Partners’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 		$899K Buy
64,752
+2,452
+4% +$35.3K 0.23% 92
2022
Q3 		$869K Buy
62,300
+2,132
+4% +$33.4K 0.22% 90
2022
Q2 		$872K Buy
60,168
+5,412
+10% +$86.5K 0.23% 89
2022
Q1 		$1.02M Buy
54,756
+3,060
+6% +$55.8K 0.22% 83
2021
Q4 		$1.06M Buy
51,696
+1,208
+2% +$24.1K 0.24% 81
2021
Q3 		$935K Buy
50,488
+488
+1% +$9.3K 0.24% 84
2021
Q2 		$912K Buy
50,000
+1,952
+4% +$33.8K 0.24% 83
2021
Q1 		$779K Sell
48,048
-1,472
-3% -$24K 0.23% 83
2020
Q4 		$795K Buy
49,520
+2,080
+4% +$31.5K 0.27% 79
2020
Q3 		$683K Buy
47,440
+784
+2% +$10.9K 0.29% 77
2020
Q2 		$592K Buy
46,656
+2,128
+5% +$24.8K 0.27% 80
2020
Q1 		$443K Buy
44,528
+1,056
+2% +$12K 0.27% 89
2019
Q4 		$505K Sell
43,472
-22,016
-34% -$243K 0.23% 104
2019
Q3 		$688K Sell
65,488
-352
-0.5% -$3.71K 0.35% 76
2019
Q2 		$685K Sell
65,840
-880
-1% -$8.95K 0.3% 77
2019
Q1 		$662K Buy
66,720
+80
+0.1% +$757 0.31% 74
2018
Q4 		$574K Buy
66,640
+43,008
+182% +$401K 0.3% 82
2018
Q3 		$243K Sell
23,632
-560
-2% -$5.58K 0.11% 149
2018
Q2 		$229K Buy
24,192
+1,400
+6% +$13K 0.1% 162
2018
Q1 		$206K Buy
22,792
+15,320
+205% +$141K 0.09% 175
2017
Q4 		$66K Buy
7,472
+2,080
+39% +$17.9K 0.03% 341
2017
Q3 		$45K Buy
5,392
+3,000
+125% +$24.3K 0.02% 389
2017
Q2 		$19K Buy
2,392
+1,632
+215% +$12.7K 0.01% 527
2017
Q1 		$6K Buy
+760
New +$5.62K ﹤0.01% 674

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

YorkBridge Wealth Partners's SCHG Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.9% in Q4 2022, buying an estimated $35.3K and bringing the position to 64,752 shares worth $899K. The position accounts for 0.23% of the portfolio, ranked #92.

YorkBridge Wealth Partners first reported a position in SCHG in Q1 2017 and has held it in 24 quarters since. The position peaked at $1.06M in Q4 2021. 861 funds tracked by Wall St. Rank hold SCHG as of Q4 2022.

  • YorkBridge Wealth Partners held 64,752 shares of Schwab US Large-Cap Growth ETF worth $899K as of Q4 2022.
  • YorkBridge Wealth Partners bought 2,452 Schwab US Large-Cap Growth ETF shares in Q4 2022, an estimated $35.3K.
  • Schwab US Large-Cap Growth ETF made up 0.23% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #92 holding.
  • YorkBridge Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and has held it in 24 quarters since.
  • YorkBridge Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $1.06M in Q4 2021.
  • 861 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.