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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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 		– Sell
-40,064
Closed -$465K – 111
2019
Q4 		$465K Buy
40,064
+2,704
+7% +$29.8K 0.11% 65
2019
Q3 		$392K Buy
37,360
+13,784
+58% +$145K 0.1% 66
2019
Q2 		$245K Buy
+23,576
New +$240K 0.07% 89

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FEG
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UCFA
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SEI Investments
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Genovese Burford & Brothers Wealth & Retirement Plan Management's SCHG Position: Q1 2020 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 40,064 shares — an estimated $465K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in SCHG in Q2 2019 and held it in 3 quarters. The position peaked at $465K in Q4 2019. 553 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 40,064 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $465K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2019 and held it in 3 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Schwab US Large-Cap Growth ETF position peaked at $465K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q1 2020, filed 6 May 2020.