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KWMG LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

KWMG LLC’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
Q2 		– Sell
-2,400
Closed -$24K – 371
2019
Q1 		$24K Buy
+2,400
New +$22.7K 0.01% 214

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LTFS
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KWMG LLC's SCHG Position: Q2 2019 in Review

KWMG LLC sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2019, closing a stake of 2,400 shares — an estimated $24K sold.

KWMG LLC first reported a position in SCHG in Q1 2019 and held it in 1 quarter. The position peaked at $24K in Q1 2019. 467 funds tracked by Wall St. Rank hold SCHG as of Q2 2019.

  • KWMG LLC reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
  • KWMG LLC sold 2,400 Schwab US Large-Cap Growth ETF shares in Q2 2019, an estimated $24K.
  • KWMG LLC first reported a position in Schwab US Large-Cap Growth ETF in Q1 2019 and held it in 1 quarter.
  • KWMG LLC's Schwab US Large-Cap Growth ETF position peaked at $24K in Q1 2019.
  • 467 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2019.

Based on KWMG LLC's 13F filing for Q2 2019, filed 10 Jul 2019.