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Advisor Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Advisor Group’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
Q4 		$2.91M Buy
250,192
+16,696
+7% +$184K 0.02% 640
2019
Q3 		$2.45M Sell
233,496
-82,352
-26% -$868K 0.02% 678
2019
Q2 		$3.29M Buy
315,848
+17,384
+6% +$177K 0.03% 560
2019
Q1 		$2.96M Sell
298,464
-634,992
-68% -$6M 0.02% 560
2018
Q4 		$8.04M Buy
933,456
+753,800
+420% +$7.02M 0.08% 216
2018
Q3 		$1.84M Buy
179,656
+33,400
+23% +$333K 0.02% 671
2018
Q2 		$1.39M Sell
146,256
-129,104
-47% -$1.2M 0.02% 710
2018
Q1 		$2.47M Sell
275,360
-169,168
-38% -$1.56M 0.03% 480
2017
Q4 		$3.93M Buy
444,528
+253,928
+133% +$2.18M 0.05% 330
2017
Q3 		$1.57M Buy
190,600
+36,912
+24% +$299K 0.02% 594
2017
Q2 		$1.21M Buy
153,688
+141,768
+1,189% +$1.1M 0.02% 661
2017
Q1 		$90K Sell
11,920
-1,248
-9% -$9.23K ﹤0.01% 2239
2016
Q4 		$92K Sell
13,168
-28,456
-68% -$197K ﹤0.01% 2127
2016
Q3 		$289K Sell
41,624
-9,400
-18% -$64.5K 0.01% 1297
2016
Q2 		$332K Buy
+51,024
New +$335K 0.01% 1149

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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Advisor Group's SCHG Position: Q4 2019 in Review

Advisor Group increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.2% in Q4 2019, buying an estimated $184K and bringing the position to 250,192 shares worth $2.91M. The position accounts for 0.02% of the portfolio, ranked #640.

Advisor Group first reported a position in SCHG in Q2 2016 and has held it in 15 quarters since. The position peaked at $8.04M in Q4 2018. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

  • Advisor Group held 250,192 shares of Schwab US Large-Cap Growth ETF worth $2.91M as of Q4 2019.
  • Advisor Group bought 16,696 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $184K.
  • Schwab US Large-Cap Growth ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #640 holding.
  • Advisor Group first reported a position in Schwab US Large-Cap Growth ETF in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Schwab US Large-Cap Growth ETF position peaked at $8.04M in Q4 2018.
  • 559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.