CFG
SCHG icon

Capstone Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Capstone Financial Group’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
-3,728
Closed -$43K – 153
2019
Q4 		$43K Buy
+3,728
New +$41.1K 0.04% 123

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 $3.64B AUM 14.73% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
SS
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

Capstone Financial Group's SCHG Position: Q1 2020 in Review

Capstone Financial Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 3,728 shares — an estimated $43K sold.

Capstone Financial Group first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $43K in Q4 2019. 553 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Capstone Financial Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Capstone Financial Group sold 3,728 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $43K.
  • Capstone Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Capstone Financial Group's Schwab US Large-Cap Growth ETF position peaked at $43K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Capstone Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.