Accurate Investment Solutions’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Accurate Investment Solutions’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
2018 Q4	–	Sell	-22,888	Closed	-$235K	–	377
2018 Q3	$235K	Buy	22,888 +15,768	+221%	+$157K	0.16%	53
2018 Q2	$67K	Sell	7,120 -13,712	-66%	-$128K	0.05%	122
2018 Q1	$187K	Buy	20,832 +3,544	+20%	+$32.7K	0.14%	63
2017 Q4	$153K	Hold	17,288	–	–	0.11%	74
2017 Q3	$143K	Sell	17,288 -10,808	-38%	-$87.7K	0.11%	78
2017 Q2	$222K	Buy	+28,096	New	+$219K	0.18%	50
2016 Q1	–	Sell	-22,288	Closed	-$147K	–	409
2015 Q4	$147K	Buy	+22,288	New	+$149K	0.13%	63

Other funds holding SCHG

Financial Engines Advisors

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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return