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	–	108
2018 Q1	$202K	Buy	+22,544	New	+$208K	0.14%	72
2017 Q3	–	Sell	-81,864	Closed	-$647K	–	188
2017 Q2	$647K	Buy	+81,864	New	+$638K	0.1%	59

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Capital Wealth Planning's SCHG Position: Q2 2020 in Review

Capital Wealth Planning sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 190,600 shares — an estimated $1.9M sold.

Capital Wealth Planning first reported a position in SCHG in Q2 2017 and held it in 6 quarters. The position peaked at $2.24M in Q4 2019. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

Capital Wealth Planning reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Capital Wealth Planning sold 190,600 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $1.9M.
Capital Wealth Planning first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
Capital Wealth Planning's Schwab US Large-Cap Growth ETF position peaked at $2.24M in Q4 2019.
580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Capital Wealth Planning's 13F filing for Q2 2020, filed 14 Aug 2020.