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Doyle Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-3,200
Closed -$33K – 649
2019
Q2 		$33K Buy
+3,200
New +$32.5K ﹤0.01% 437
2019
Q1 		– Sell
-12,064
Closed -$104K – 633
2018
Q4 		$104K Buy
+12,064
New +$112K 0.02% 245

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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 $18.2B AUM 22.02% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Doyle Wealth Management's SCHG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2019, closing a stake of 3,200 shares — an estimated $33K sold.

Doyle Wealth Management first reported a position in SCHG in Q4 2018 and held it in 2 quarters. The position peaked at $104K in Q4 2018. 476 funds tracked by Wall St. Rank hold SCHG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 3,200 Schwab US Large-Cap Growth ETF shares in Q3 2019, an estimated $33K.
  • Doyle Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $104K in Q4 2018.
  • 476 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.