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

Beese Fulmer 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
2020
Q3 		– Sell
-6,840
Closed -$87K – 471
2020
Q2 		$87K Buy
+6,840
New +$79.8K 0.01% 256

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Osaic Holdings
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MG
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Mariner
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Beese Fulmer Investment Management's SCHG Position: Q3 2020 in Review

Beese Fulmer Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 6,840 shares — an estimated $87K sold.

Beese Fulmer Investment Management first reported a position in SCHG in Q2 2020 and held it in 1 quarter. The position peaked at $87K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Beese Fulmer Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 6,840 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $87K.
  • Beese Fulmer Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Beese Fulmer Investment Management's Schwab US Large-Cap Growth ETF position peaked at $87K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Beese Fulmer Investment Management's 13F filing for Q3 2020, filed 8 Oct 2020.