Capital Wealth Planning’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capital Wealth Planning’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 Q2	–	Sell	-190,600	Closed	-$1.9M	–	184
2020 Q1	$1.9M	Sell	190,600 -2,336	-1%	-$26.6K	0.12%	50
2019 Q4	$2.24M	Buy	192,936 +112	+0.1%	+$1.23K	0.13%	47
2019 Q3	$2.06M	Sell	192,824 -7,584	-4%	-$79.9K	0.13%	48
2019 Q2	$2.08M	Buy	+200,408	New	+$2.04M	0.15%	46
2018 Q2	–	Sell	-22,544	Closed	-$202K	–	109
2018 Q1	$202K	Buy	+22,544	New	+$208K	0.14%	72
2017 Q3	–	Sell	-81,864	Closed	-$647K	–	189
2017 Q2	$647K	Buy	+81,864	New	+$638K	0.1%	59

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

SEI Investments

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return