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

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

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.