Capital Advisory Group Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital Advisory Group Advisory Services’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 Q1	–	Sell	-240	Closed	-$3K	–	470
2019 Q4	$3K	Hold	240	–	–	﹤0.01%	182
2019 Q3	$3K	Hold	240	–	–	﹤0.01%	372
2019 Q2	$2K	Hold	240	–	–	﹤0.01%	385
2019 Q1	$2K	Hold	240	–	–	﹤0.01%	385
2018 Q4	$2K	Hold	240	–	–	﹤0.01%	358
2018 Q3	$2K	Hold	240	–	–	﹤0.01%	339
2018 Q2	$2K	Sell	240 -2,680	-92%	-$25K	﹤0.01%	323
2018 Q1	$26K	Buy	+2,920	New	+$26.9K	0.02%	172

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SEI Investments

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