CMO
SCHG icon

Covenant Multifamily Offices’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Covenant Multifamily Offices’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
2018
Q1 		– Sell
-264
Closed -$2K – 109
2017
Q4 		$2K Buy
+264
New +$2.27K ﹤0.01% 114

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Covenant Multifamily Offices's SCHG Position: Q1 2018 in Review

Covenant Multifamily Offices sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2018, closing a stake of 264 shares — an estimated $2K sold.

Covenant Multifamily Offices first reported a position in SCHG in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 331 funds tracked by Wall St. Rank hold SCHG as of Q1 2018.

  • Covenant Multifamily Offices reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Covenant Multifamily Offices sold 264 Schwab US Large-Cap Growth ETF shares in Q1 2018, an estimated $2K.
  • Covenant Multifamily Offices first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Covenant Multifamily Offices's Schwab US Large-Cap Growth ETF position peaked at $2K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2018.

Based on Covenant Multifamily Offices's 13F filing for Q1 2018, filed 23 Apr 2018.