IWP
SCHG icon

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

Icon Wealth 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
-58,056
Closed -$595K – 246
2018
Q3 		$595K Buy
+58,056
New +$578K 0.25% 66

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

Icon Wealth Partners's SCHG Position: Q4 2018 in Review

Icon Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2018, closing a stake of 58,056 shares — an estimated $595K sold.

Icon Wealth Partners first reported a position in SCHG in Q3 2018 and held it in 1 quarter. The position peaked at $595K in Q3 2018. 408 funds tracked by Wall St. Rank hold SCHG as of Q4 2018.

  • Icon Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2018 after selling out during the quarter.
  • Icon Wealth Partners sold 58,056 Schwab US Large-Cap Growth ETF shares in Q4 2018, an estimated $595K.
  • Icon Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and held it in 1 quarter.
  • Icon Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $595K in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2018.

Based on Icon Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.