Foothills Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Foothills Asset 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	$941K	Buy	94,520 +10,896	+13%	+$124K	0.82%	46
2019 Q4	$971K	Buy	83,624 +4,440	+6%	+$48.9K	0.69%	47
2019 Q3	$832K	Sell	79,184 -264	-0.3%	-$2.78K	0.63%	51
2019 Q2	$826K	Buy	79,448 +10,704	+16%	+$109K	0.64%	49
2019 Q1	$683K	Buy	68,744 +6,072	+10%	+$57.4K	0.53%	51
2018 Q4	$540K	Buy	62,672 +6,408	+11%	+$59.7K	0.46%	50
2018 Q3	$577K	Buy	56,264 +6,384	+13%	+$63.6K	0.44%	49
2018 Q2	$472K	Buy	49,880 +4,416	+10%	+$41.1K	0.36%	51
2018 Q1	$408K	Buy	45,464 +9,848	+28%	+$90.8K	0.32%	55
2017 Q4	$315K	Buy	35,616 +6,280	+21%	+$54K	0.24%	57
2017 Q3	$242K	Buy	+29,336	New	+$238K	0.18%	57

Other funds holding SCHG

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

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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) 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

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Foothills Asset Management's SCHG Position: Q1 2020 in Review

Foothills Asset Management increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 13% in Q1 2020, buying an estimated $124K and bringing the position to 94,520 shares worth $941K. The position accounts for 0.82% of the portfolio, ranked #46.

Foothills Asset Management first reported a position in SCHG in Q3 2017 and has held it in 11 quarters since. The position peaked at $971K in Q4 2019. 553 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

Foothills Asset Management held 94,520 shares of Schwab US Large-Cap Growth ETF worth $941K as of Q1 2020.
Foothills Asset Management bought 10,896 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $124K.
Schwab US Large-Cap Growth ETF made up 0.82% of Foothills Asset Management's portfolio in Q1 2020, its #46 holding.
Foothills Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and has held it in 11 quarters since.
Foothills Asset Management's Schwab US Large-Cap Growth ETF position peaked at $971K in Q4 2019.
553 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Foothills Asset Management's 13F filing for Q1 2020, filed 15 Apr 2020.