AIM
SCHG icon

Advantage Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advantage Investment 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
2019
Q1 		– Sell
-696
Closed -$6K – 994
2018
Q4 		$6K Buy
+696
New +$6.48K ﹤0.01% 765

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
UCFA
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

Advantage Investment Management's SCHG Position: Q1 2019 in Review

Advantage Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2019, closing a stake of 696 shares — an estimated $6K sold.

Advantage Investment Management first reported a position in SCHG in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 441 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

  • Advantage Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 696 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $6K.
  • Advantage Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Advantage Investment Management's Schwab US Large-Cap Growth ETF position peaked at $6K in Q4 2018.
  • 441 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.