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 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

FPCG

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Blue Chip Wealth Management's SCHG Position: Q3 2020 in Review

Blue Chip Wealth Management reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3% in Q3 2020, selling an estimated $89.8K and leaving 211,192 shares worth $3.04M. The position accounts for 2.4% of the portfolio, ranked #6.

Blue Chip Wealth Management first reported a position in SCHG in Q1 2018 and has held it in 11 quarters since. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

Blue Chip Wealth Management held 211,192 shares of Schwab US Large-Cap Growth ETF worth $3.04M as of Q3 2020.
Blue Chip Wealth Management sold 6,440 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $89.8K.
Schwab US Large-Cap Growth ETF made up 2.4% of Blue Chip Wealth Management's portfolio in Q3 2020, its #6 holding.
Blue Chip Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and has held it in 11 quarters since.
588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Blue Chip Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.