Beacon Pointe Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Beacon Pointe Wealth 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 Q4	$1.93M	Sell	166,008 -5,008	-3%	-$55.2K	0.36%	59
2019 Q3	$1.8M	Buy	171,016 +66,240	+63%	+$698K	0.38%	58
2019 Q2	$1.09M	Buy	104,776 +43,064	+70%	+$438K	0.23%	94
2019 Q1	$613K	Sell	61,712 -26,808	-30%	-$254K	0.14%	130
2018 Q4	$763K	Buy	+88,520	New	+$824K	0.28%	95

Other funds holding SCHG

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

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

LTFS

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

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

MAM

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

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

Beacon Pointe Wealth Advisors's SCHG Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 2.9% in Q4 2019, selling an estimated $55.2K and leaving 166,008 shares worth $1.93M. The position accounts for 0.36% of the portfolio, ranked #59.

Beacon Pointe Wealth Advisors first reported a position in SCHG in Q4 2018 and has held it in 5 quarters since. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

Beacon Pointe Wealth Advisors held 166,008 shares of Schwab US Large-Cap Growth ETF worth $1.93M as of Q4 2019.
Beacon Pointe Wealth Advisors sold 5,008 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $55.2K.
Schwab US Large-Cap Growth ETF made up 0.36% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #59 holding.
Beacon Pointe Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and has held it in 5 quarters since.
559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.