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Girard Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Girard Partners’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
Q4 		– Sell
-22,320
Closed -$228K – 707
2018
Q3 		$228K Sell
22,320
-2,832
-11% -$28.2K 0.04% 233
2018
Q2 		$238K Buy
25,152
+56
+0.2% +$521 0.04% 231
2018
Q1 		$225K Buy
25,096
+48
+0.2% +$442 0.05% 221
2017
Q4 		$221K Sell
25,048
-1,256
-5% -$10.8K 0.04% 247
2017
Q3 		$217K Sell
26,304
-800
-3% -$6.49K 0.04% 234
2017
Q2 		$214K Buy
+27,104
New +$211K 0.05% 244

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
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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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

Girard Partners's SCHG Position: Q4 2018 in Review

Girard Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2018, closing a stake of 22,320 shares — an estimated $228K sold.

Girard Partners first reported a position in SCHG in Q2 2017 and held it in 6 quarters. The position peaked at $238K in Q2 2018. 408 funds tracked by Wall St. Rank hold SCHG as of Q4 2018.

  • Girard Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Girard Partners sold 22,320 Schwab US Large-Cap Growth ETF shares in Q4 2018, an estimated $228K.
  • Girard Partners first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 6 quarters.
  • Girard Partners's Schwab US Large-Cap Growth ETF position peaked at $238K in Q2 2018.
  • 408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2018.

Based on Girard Partners's 13F filing for Q4 2018, filed 11 Feb 2019.