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

Elmwood 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
Q2 		– Sell
-88
Closed -$1K – 297
2019
Q1 		$1K Sell
88
-1,168
-93% -$11K ﹤0.01% 274
2018
Q4 		$11K Hold
1,256
– – 0.01% 183
2018
Q3 		$12.9K Hold
1,256
– – 0.01% 191
2018
Q2 		$11.9K Buy
+1,256
New +$11.7K 0.01% 190

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FEG
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Carson Wealth (CWM LLC)
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LTFS
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UCFA
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MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Elmwood Wealth Management's SCHG Position: Q2 2019 in Review

Elmwood Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2019, closing a stake of 88 shares — an estimated $1K sold.

Elmwood Wealth Management first reported a position in SCHG in Q2 2018 and held it in 4 quarters. The position peaked at $12.9K in Q3 2018. 467 funds tracked by Wall St. Rank hold SCHG as of Q2 2019.

  • Elmwood Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Elmwood Wealth Management sold 88 Schwab US Large-Cap Growth ETF shares in Q2 2019, an estimated $1K.
  • Elmwood Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 4 quarters.
  • Elmwood Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $12.9K in Q3 2018.
  • 467 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2019.

Based on Elmwood Wealth Management's 13F filing for Q2 2019, filed 7 Aug 2019.