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

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return