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FinTrust Investment Advisory Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

FinTrust Investment Advisory Services’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
Q1 		$536K Sell
59,752
-7,368
-11% -$67.9K 0.49% 42
2017
Q4 		$593K Sell
67,120
-1,016
-1% -$8.73K 0.52% 38
2017
Q3 		$563K Buy
+68,136
New +$553K 0.54% 42

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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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 $445B AUM 25.58% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

FinTrust Investment Advisory Services's SCHG Position: Q1 2018 in Review

FinTrust Investment Advisory Services reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 11% in Q1 2018, selling an estimated $67.9K and leaving 59,752 shares worth $536K. The position accounts for 0.49% of the portfolio, ranked #42.

FinTrust Investment Advisory Services first reported a position in SCHG in Q3 2017 and has held it in 3 quarters since. The position peaked at $593K in Q4 2017. 330 funds tracked by Wall St. Rank hold SCHG as of Q1 2018.

  • FinTrust Investment Advisory Services held 59,752 shares of Schwab US Large-Cap Growth ETF worth $536K as of Q1 2018.
  • FinTrust Investment Advisory Services sold 7,368 Schwab US Large-Cap Growth ETF shares in Q1 2018, an estimated $67.9K.
  • Schwab US Large-Cap Growth ETF made up 0.49% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #42 holding.
  • FinTrust Investment Advisory Services first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Schwab US Large-Cap Growth ETF position peaked at $593K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.