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Leicht Financial Planning & Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Leicht Financial Planning & 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
Q2 		– Sell
-45,184
Closed -$452K – 44
2020
Q1 		$452K Sell
45,184
-78,280
-63% -$893K 0.44% 34
2019
Q4 		$1.43M Sell
123,464
-42,776
-26% -$471K 1.31% 25
2019
Q3 		$1.75M Sell
166,240
-15,864
-9% -$167K 1.67% 21
2019
Q2 		$1.89M Buy
182,104
+1,096
+0.6% +$11.1K 1.85% 19
2019
Q1 		$1.8M Sell
181,008
-61,056
-25% -$577K 1.85% 18
2018
Q4 		$2.08M Sell
242,064
-219,704
-48% -$2.05M 2.75% 14
2018
Q3 		$4.73M Buy
461,768
+31,872
+7% +$317K 5.62% 4
2018
Q2 		$4.09M Buy
429,896
+209,080
+95% +$1.95M 3.49% 7
2018
Q1 		$1.93M Sell
220,816
-75,720
-26% -$698K 1.66% 14
2017
Q4 		$2.71M Sell
296,536
-164,576
-36% -$1.41M 2.27% 11
2017
Q3 		$3.85M Sell
461,112
-790,968
-63% -$6.41M 3.2% 9
2017
Q2 		$9.92M Sell
1,252,080
-108,240
-8% -$844K 8.55% 4
2017
Q1 		$10.2M Sell
1,360,320
-323,600
-19% -$2.39M 9.31% 4
2016
Q4 		$12.1M Buy
+1,683,920
New +$11.6M 11.2% 3

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's SCHG Position: Q2 2020 in Review

Leicht Financial Planning & Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 45,184 shares — an estimated $452K sold.

Leicht Financial Planning & Wealth Management first reported a position in SCHG in Q4 2016 and held it in 14 quarters. The position peaked at $12.1M in Q4 2016. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 45,184 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $452K.
  • Leicht Financial Planning & Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 14 quarters.
  • Leicht Financial Planning & Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $12.1M in Q4 2016.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q2 2020, filed 10 Jul 2020.