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BHK Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BHK Investment 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 		– Sell
-173,040
Closed -$1.82M – 75
2019
Q3 		$1.82M Buy
173,040
+56
+0% +$590 1.05% 21
2019
Q2 		$1.8M Buy
172,984
+70,096
+68% +$713K 1.02% 21
2019
Q1 		$1.02M Buy
102,888
+53,984
+110% +$511K 0.62% 30
2018
Q4 		$421K Sell
48,904
-368
-0.7% -$3.43K 0.32% 38
2018
Q3 		$505K Buy
49,272
+18,352
+59% +$183K 0.34% 37
2018
Q2 		$293K Buy
+30,920
New +$288K 0.2% 52

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

BHK Investment Advisors's SCHG Position: Q4 2019 in Review

BHK Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019, closing a stake of 173,040 shares — an estimated $1.82M sold.

BHK Investment Advisors first reported a position in SCHG in Q2 2018 and held it in 6 quarters. The position peaked at $1.82M in Q3 2019. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

  • BHK Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • BHK Investment Advisors sold 173,040 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $1.82M.
  • BHK Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 6 quarters.
  • BHK Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $1.82M in Q3 2019.
  • 559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.