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	–	469
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 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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

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

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

Capital Advisory Group Advisory Services's SCHG Position: Q1 2020 in Review

Capital Advisory Group Advisory Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 240 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in SCHG in Q1 2018 and held it in 8 quarters. The position peaked at $26K in Q1 2018. 552 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

Capital Advisory Group Advisory Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 240 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and held it in 8 quarters.
Capital Advisory Group Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $26K in Q1 2018.
552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.