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Institutional & Family Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-4,224
Closed -$38K – 875
2018
Q1 		$38K Buy
+4,224
New +$38.9K 0.01% 350

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's SCHG Position: Q2 2018 in Review

Institutional & Family Asset Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2018, closing a stake of 4,224 shares — an estimated $38K sold.

Institutional & Family Asset Management first reported a position in SCHG in Q1 2018 and held it in 1 quarter. The position peaked at $38K in Q1 2018. 354 funds tracked by Wall St. Rank hold SCHG as of Q2 2018.

  • Institutional & Family Asset Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,224 Schwab US Large-Cap Growth ETF shares in Q2 2018, an estimated $38K.
  • Institutional & Family Asset Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2018 and held it in 1 quarter.
  • Institutional & Family Asset Management's Schwab US Large-Cap Growth ETF position peaked at $38K in Q1 2018.
  • 354 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2018.

Based on Institutional & Family Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.