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Gateway Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Gateway Advisory’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
-197,824
Closed -$1.97M – 66
2020
Q1 		$1.97M Buy
+197,824
New +$2.26M 0.66% 29
2019
Q1 		– Sell
-67,360
Closed -$580K – 68
2018
Q4 		$580K Buy
+67,360
New +$627K 0.24% 32
2018
Q1 		– Sell
-36,680
Closed -$324K – 95
2017
Q4 		$324K Buy
+36,680
New +$315K 0.09% 71

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
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

Gateway Advisory's SCHG Position: Q2 2020 in Review

Gateway Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 197,824 shares — an estimated $1.97M sold.

Gateway Advisory first reported a position in SCHG in Q4 2017 and held it in 3 quarters. The position peaked at $1.97M in Q1 2020. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Gateway Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Gateway Advisory sold 197,824 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $1.97M.
  • Gateway Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 3 quarters.
  • Gateway Advisory's Schwab US Large-Cap Growth ETF position peaked at $1.97M in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Gateway Advisory's 13F filing for Q2 2020, filed 21 Jul 2020.