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LifePlan Financial Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

LifePlan Financial Group’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 		$6K Hold
400
– – ﹤0.01% 465
2020
Q2 		$5K Sell
400
-1,136
-74% -$13.2K ﹤0.01% 482
2020
Q1 		$15K Hold
1,536
– – 0.01% 356
2019
Q4 		$18K Buy
1,536
+8
+0.5% +$88 0.01% 362
2019
Q3 		$16K Buy
1,528
+8
+0.5% +$84 0.01% 366
2019
Q2 		$16K Buy
1,520
+72
+5% +$732 0.01% 362
2019
Q1 		$14K Buy
1,448
+264
+22% +$2.5K 0.01% 378
2018
Q4 		$10K Buy
1,184
+16
+1% +$149 0.01% 387
2018
Q3 		$12K Buy
+1,168
New +$11.6K 0.01% 373

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
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

LifePlan Financial Group's SCHG Position: Q3 2020 in Review

LifePlan Financial Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q3 2020 at 400 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

LifePlan Financial Group first reported a position in SCHG in Q3 2018 and has held it in 9 quarters since. The position peaked at $18K in Q4 2019. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • LifePlan Financial Group held 400 shares of Schwab US Large-Cap Growth ETF worth $6K as of Q3 2020.
  • LifePlan Financial Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q3 2020.
  • Schwab US Large-Cap Growth ETF made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #465 holding.
  • LifePlan Financial Group first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and has held it in 9 quarters since.
  • LifePlan Financial Group's Schwab US Large-Cap Growth ETF position peaked at $18K in Q4 2019.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.