Blue Chip Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Blue Chip Wealth 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	$3.04M	Sell	211,192 -6,440	-3%	-$89.8K	2.4%	6
2020 Q2	$2.76M	Buy	217,632 +18,664	+9%	+$218K	2.62%	7
2020 Q1	$1.98M	Sell	198,968 -34,584	-15%	-$395K	2.47%	9
2019 Q4	$2.71M	Buy	233,552 +3,152	+1%	+$34.7K	2.51%	9
2019 Q3	$2.42M	Buy	230,400 +47,848	+26%	+$504K	2.52%	9
2019 Q2	$1.9M	Buy	182,552 +4,800	+3%	+$48.8K	2%	14
2019 Q1	$1.76M	Buy	177,752 +14,104	+9%	+$133K	2%	15
2018 Q4	$1.41M	Buy	163,648 +28,264	+21%	+$263K	1.85%	14
2018 Q3	$1.39M	Buy	135,384 +25,744	+23%	+$256K	1.4%	19
2018 Q2	$1.04M	Buy	109,640 +29,040	+36%	+$270K	1.13%	29
2018 Q1	$722K	Buy	+80,600	New	+$743K	0.74%	36

Other funds holding SCHG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return