FPS
SCHG icon

Fieldpoint Private Securities’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fieldpoint Private Securities’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
-16
Closed – – 720
2019
Q1 		$0 Hold
16
– – ﹤0.01% 391
2018
Q4 		$0 Buy
+16
New +$149 ﹤0.01% 411

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $16.3B AUM 16.34% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fieldpoint Private Securities's SCHG Position: Q2 2019 in Review

Fieldpoint Private Securities sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2019, closing a stake of 16 shares.

Fieldpoint Private Securities first reported a position in SCHG in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 468 funds tracked by Wall St. Rank hold SCHG as of Q2 2019.

  • Fieldpoint Private Securities reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • Fieldpoint Private Securities sold 16 Schwab US Large-Cap Growth ETF shares in Q2 2019.
  • Fieldpoint Private Securities first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 2 quarters.
  • Fieldpoint Private Securities's Schwab US Large-Cap Growth ETF position peaked at $0 in Q1 2019.
  • 468 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2019.

Based on Fieldpoint Private Securities's 13F filing for Q2 2019, filed 14 Aug 2019.