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D. Scott Neal’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

D. Scott Neal’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
Q4 		– Sell
-363,784
Closed -$3.73M – 32
2018
Q3 		$3.73M Buy
363,784
+9,016
+3% +$89.8K 1.88% 10
2018
Q2 		$3.36M Buy
354,768
+165,608
+88% +$1.54M 1.88% 11
2018
Q1 		$1.7M Buy
+189,160
New +$1.74M 0.96% 14

Other funds holding SCHG

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

D. Scott Neal's SCHG Position: Q4 2018 in Review

D. Scott Neal sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2018, closing a stake of 363,784 shares — an estimated $3.73M sold.

D. Scott Neal first reported a position in SCHG in Q1 2018 and held it in 3 quarters. The position peaked at $3.73M in Q3 2018. 408 funds tracked by Wall St. Rank hold SCHG as of Q4 2018.

  • D. Scott Neal reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • D. Scott Neal sold 363,784 Schwab US Large-Cap Growth ETF shares in Q4 2018, an estimated $3.73M.
  • D. Scott Neal first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and held it in 3 quarters.
  • D. Scott Neal's Schwab US Large-Cap Growth ETF position peaked at $3.73M in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2018.

Based on D. Scott Neal's 13F filing for Q4 2018, filed 6 Feb 2019.