JGUA
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John G. Ullman & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

John G. Ullman & Associates’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
Q3 		– Sell
-17,848
Closed -$227K – 130
2020
Q2 		$227K Buy
+17,848
New +$208K 0.06% 99

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

John G. Ullman & Associates's SCHG Position: Q3 2020 in Review

John G. Ullman & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 17,848 shares — an estimated $227K sold.

John G. Ullman & Associates first reported a position in SCHG in Q2 2020 and held it in 1 quarter. The position peaked at $227K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • John G. Ullman & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • John G. Ullman & Associates sold 17,848 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $227K.
  • John G. Ullman & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • John G. Ullman & Associates's Schwab US Large-Cap Growth ETF position peaked at $227K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on John G. Ullman & Associates's 13F filing for Q3 2020, filed 6 Nov 2020.