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Brightworth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brightworth’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
Q1 		– Sell
-45,864
Closed -$395K – 98
2018
Q4 		$395K Buy
+45,864
New +$427K 0.09% 67

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 $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Brightworth's SCHG Position: Q1 2019 in Review

Brightworth sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2019, closing a stake of 45,864 shares — an estimated $395K sold.

Brightworth first reported a position in SCHG in Q4 2018 and held it in 1 quarter. The position peaked at $395K in Q4 2018. 441 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

  • Brightworth reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Brightworth sold 45,864 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $395K.
  • Brightworth first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Brightworth's Schwab US Large-Cap Growth ETF position peaked at $395K in Q4 2018.
  • 441 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on Brightworth's 13F filing for Q1 2019, filed 26 Apr 2019.