Guidant Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$8.83M	Buy	841,016 +55,248	+7%	+$582K	3.28%	7
2019 Q2	$8.17M	Sell	785,768 -26,832	-3%	-$273K	3.16%	10
2019 Q1	$8.07M	Buy	812,600 +113,440	+16%	+$1.07M	3.14%	7
2018 Q4	$6.02M	Sell	699,160 -875,856	-56%	-$8.16M	2.81%	10
2018 Q3	$13.6M	Sell	1,575,016 -50,632	-3%	-$504K	5.7%	5
2018 Q2	$13.2M	Sell	1,625,648 -29,424	-2%	-$274K	5.74%	5
2018 Q1	$12.7M	Sell	1,655,072 -122,952	-7%	-$1.13M	5.75%	5
2017 Q4	$14.5M	Buy	1,778,024 +842,048	+90%	+$7.24M	6.5%	4
2017 Q3	$7.82M	Buy	935,976 +28,032	+3%	+$227K	5.55%	7
2017 Q2	$7.2M	Buy	907,944 +38,096	+4%	+$297K	3.71%	7
2017 Q1	$6.54M	Buy	869,848 +148,864	+21%	+$1.1M	3.43%	7
2016 Q4	$5.18M	Buy	720,984 +525,352	+269%	+$3.63M	2.93%	9
2016 Q3	$1.35M	Buy	+195,632	New	+$1.34M	0.83%	35

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

APP

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

FEG

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

LTFS

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

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

MAM

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

Guidant Wealth Advisors's SCHG Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7% in Q3 2019, buying an estimated $582K and bringing the position to 841,016 shares worth $8.83M. The position accounts for 3.28% of the portfolio, ranked #7.

Guidant Wealth Advisors first reported a position in SCHG in Q3 2016 and has held it in 13 quarters since. The position peaked at $14.5M in Q4 2017. 476 funds tracked by Wall St. Rank hold SCHG as of Q3 2019.

Guidant Wealth Advisors held 841,016 shares of Schwab US Large-Cap Growth ETF worth $8.83M as of Q3 2019.
Guidant Wealth Advisors bought 55,248 Schwab US Large-Cap Growth ETF shares in Q3 2019, an estimated $582K.
Schwab US Large-Cap Growth ETF made up 3.28% of Guidant Wealth Advisors's portfolio in Q3 2019, its #7 holding.
Guidant Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $14.5M in Q4 2017.
476 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.