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

Edge 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
2020
Q1 		– Sell
-94,672
Closed -$1.1M – 672
2019
Q4 		$1.1M Sell
94,672
-3,992
-4% -$44K 0.22% 66
2019
Q3 		$1.04M Buy
98,664
+1,040
+1% +$11K 0.24% 68
2019
Q2 		$1.01M Sell
97,624
-3,976
-4% -$40.4K 0.22% 66
2019
Q1 		$1.01M Sell
101,600
-5,792
-5% -$54.8K 0.25% 66
2018
Q4 		$925K Sell
107,392
-640
-0.6% -$5.96K 0.26% 58
2018
Q3 		$1.11M Buy
108,032
+12,328
+13% +$123K 0.27% 55
2018
Q2 		$907K Sell
95,704
-488
-0.5% -$4.54K 0.23% 63
2018
Q1 		$862K Buy
96,192
+6,480
+7% +$59.7K 0.23% 66
2017
Q4 		$795K Buy
89,712
+1,712
+2% +$14.7K 0.23% 66
2017
Q3 		$726K Sell
88,000
-5,800
-6% -$47K 0.22% 60
2017
Q2 		$742K Buy
93,800
+2,680
+3% +$20.9K 0.23% 62
2017
Q1 		$690K Sell
91,120
-4,800
-5% -$35.5K 0.24% 61
2016
Q4 		$669K Sell
95,920
-9,192
-9% -$63.6K 0.25% 68
2016
Q3 		$729K Sell
105,112
-11,392
-10% -$78.2K 0.31% 57
2016
Q2 		$763K Buy
116,504
+13,392
+13% +$88K 0.32% 55
2016
Q1 		$676K Buy
103,112
+19,664
+24% +$122K 0.31% 57
2015
Q4 		$554K Sell
83,448
-2,920
-3% -$19.5K 0.21% 69
2015
Q3 		$534K Buy
86,368
+11,432
+15% +$76.1K 0.2% 64
2015
Q2 		$504K Sell
74,936
-12,480
-14% -$85.1K 0.17% 64
2015
Q1 		$591K Buy
87,416
+21,264
+32% +$141K 0.2% 63
2014
Q4 		$430K Buy
66,152
+12,096
+22% +$76.2K 0.16% 74
2014
Q3 		$332K Buy
54,056
+10,936
+25% +$67.3K 0.13% 77
2014
Q2 		$261K Sell
43,120
-280
-0.6% -$1.64K 0.11% 88
2014
Q1 		$250K Sell
43,400
-14,120
-25% -$80.2K 0.1% 87
2013
Q4 		$325K Buy
57,520
+9,360
+19% +$50.6K 0.15% 67
2013
Q3 		$247K Buy
48,160
+4,040
+9% +$20.4K 0.15% 64
2013
Q2 		$212K Buy
+44,120
New +$211K 0.14% 59

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Edge Wealth Management's SCHG Position: Q1 2020 in Review

Edge Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 94,672 shares — an estimated $1.1M sold.

Edge Wealth Management first reported a position in SCHG in Q2 2013 and held it in 27 quarters. The position peaked at $1.11M in Q3 2018. 552 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Edge Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Edge Wealth Management sold 94,672 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $1.1M.
  • Edge Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and held it in 27 quarters.
  • Edge Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $1.11M in Q3 2018.
  • 552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Edge Wealth Management's 13F filing for Q1 2020, filed 20 Apr 2020.