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Capital One National Association’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital One National Association’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
Q4 		$4.65M Buy
+400,496
New +$4.41M 0.62% 38

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 $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capital One National Association's SCHG Position: Q4 2019 in Review

Capital One National Association opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019: 400,496 shares worth $4.65M. The stake represents 0.62% of the portfolio and ranks #38 among its holdings.

559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

  • Capital One National Association held 400,496 shares of Schwab US Large-Cap Growth ETF worth $4.65M as of Q4 2019.
  • Schwab US Large-Cap Growth ETF was a new Capital One National Association position in Q4 2019.
  • Schwab US Large-Cap Growth ETF made up 0.62% of Capital One National Association's portfolio in Q4 2019, its #38 holding.
  • 559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Capital One National Association's 13F filing for Q4 2019, filed 11 Feb 2020.