Lehman & Derafelo Financial Resources’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Lehman & Derafelo Financial Resources’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
2021 Q2	–	Sell	-120	Closed	-$2K	–	231
2021 Q1	$2K	Hold	120	–	–	﹤0.01%	220
2020 Q4	$2K	Hold	120	–	–	﹤0.01%	221
2020 Q3	$2K	Hold	120	–	–	﹤0.01%	265
2020 Q2	$2K	Hold	120	–	–	﹤0.01%	249
2020 Q1	$1K	Hold	120	–	–	﹤0.01%	195
2019 Q4	$1K	Hold	120	–	–	﹤0.01%	200
2019 Q3	$1K	Hold	120	–	–	﹤0.01%	192
2019 Q2	$1K	Hold	120	–	–	﹤0.01%	183
2019 Q1	$1K	Hold	120	–	–	﹤0.01%	187
2018 Q4	$1K	Buy	+120	New	+$1.12K	﹤0.01%	176

Other funds holding SCHG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return