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Fulton Breakefield Broenniman’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Fulton Breakefield Broenniman’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 		– Sell
-19,152
Closed -$222K – 182
2019
Q4 		$222K Buy
+19,152
New +$211K 0.03% 174

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
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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fulton Breakefield Broenniman's SCHG Position: Q1 2020 in Review

Fulton Breakefield Broenniman sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 19,152 shares — an estimated $222K sold.

Fulton Breakefield Broenniman first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $222K in Q4 2019. 553 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Fulton Breakefield Broenniman reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 19,152 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $222K.
  • Fulton Breakefield Broenniman first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Fulton Breakefield Broenniman's Schwab US Large-Cap Growth ETF position peaked at $222K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Fulton Breakefield Broenniman's 13F filing for Q1 2020, filed 10 Apr 2020.