1IA
SCHG icon

1834 Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

1834 Investment 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
2019
Q2 		– Sell
-240
Closed -$2K – 453
2019
Q1 		$2K Buy
+240
New +$2.27K ﹤0.01% 394

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1834 Investment Advisors's SCHG Position: Q2 2019 in Review

1834 Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2019, closing a stake of 240 shares — an estimated $2K sold.

1834 Investment Advisors first reported a position in SCHG in Q1 2019 and held it in 1 quarter. The position peaked at $2K in Q1 2019. 467 funds tracked by Wall St. Rank hold SCHG as of Q2 2019.

  • 1834 Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 240 Schwab US Large-Cap Growth ETF shares in Q2 2019, an estimated $2K.
  • 1834 Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • 1834 Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $2K in Q1 2019.
  • 467 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2019.

Based on 1834 Investment Advisors's 13F filing for Q2 2019, filed 30 Jul 2019.