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Jeppson Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-3,208
Closed -$46K – 373
2020
Q3 		$46K Buy
+3,208
New +$44.7K 0.04% 230

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Jeppson Wealth Management's SCHG Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2020, closing a stake of 3,208 shares — an estimated $46K sold.

Jeppson Wealth Management first reported a position in SCHG in Q3 2020 and held it in 1 quarter. The position peaked at $46K in Q3 2020. 669 funds tracked by Wall St. Rank hold SCHG as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 3,208 Schwab US Large-Cap Growth ETF shares in Q4 2020, an estimated $46K.
  • Jeppson Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $46K in Q3 2020.
  • 669 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.