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Edge Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Edge Advisors’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
Q2 		$1.22M Sell
128,320
-1,600
-1% -$14.9K 0.11% 145
2018
Q1 		$1.16M Sell
129,920
-2,152
-2% -$19.8K 0.11% 148
2017
Q4 		$1.17M Buy
132,072
+56
+0% +$481 0.11% 147
2017
Q3 		$1.09M Buy
132,016
+103,912
+370% +$843K 0.12% 145
2017
Q2 		$222K Buy
28,104
+80
+0.3% +$623 0.03% 308
2017
Q1 		$211K Buy
28,024
+64
+0.2% +$473 0.03% 315
2016
Q4 		$195K Buy
+27,960
New +$193K 0.03% 310

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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

Edge Advisors's SCHG Position: Q2 2018 in Review

Edge Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 1.2% in Q2 2018, selling an estimated $14.9K and leaving 128,320 shares worth $1.22M. The position accounts for 0.11% of the portfolio, ranked #145.

Edge Advisors first reported a position in SCHG in Q4 2016 and has held it in 7 quarters since. 354 funds tracked by Wall St. Rank hold SCHG as of Q2 2018.

  • Edge Advisors held 128,320 shares of Schwab US Large-Cap Growth ETF worth $1.22M as of Q2 2018.
  • Edge Advisors sold 1,600 Schwab US Large-Cap Growth ETF shares in Q2 2018, an estimated $14.9K.
  • Schwab US Large-Cap Growth ETF made up 0.11% of Edge Advisors's portfolio in Q2 2018, its #145 holding.
  • Edge Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and has held it in 7 quarters since.
  • 354 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.