FEG
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Financial Enhancement Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-1,184
Closed -$12K – 293
2020
Q1 		$12K Buy
+1,184
New +$13.5K ﹤0.01% 188

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MG
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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 $16.3B AUM 16.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Enhancement Group's SCHG Position: Q2 2020 in Review

Financial Enhancement Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 1,184 shares — an estimated $12K sold.

Financial Enhancement Group first reported a position in SCHG in Q1 2020 and held it in 1 quarter. The position peaked at $12K in Q1 2020. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Financial Enhancement Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 1,184 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $12K.
  • Financial Enhancement Group first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Financial Enhancement Group's Schwab US Large-Cap Growth ETF position peaked at $12K in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.