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Live Your Vision’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Live Your Vision’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
Q1 		$9.63M Buy
931,896
+67,320
+8% +$637K 2.92% 11
2018
Q4 		$7.75M Buy
864,576
+51,640
+6% +$481K 2.6% 10
2018
Q3 		$8.34M Buy
812,936
+28,072
+4% +$280K 2.65% 11
2018
Q2 		$7.62M Buy
784,864
+19,032
+2% +$177K 2.53% 11
2018
Q1 		$7.05M Sell
765,832
-4,424
-0.6% -$40.8K 2.38% 12
2017
Q4 		$7.25M Buy
770,256
+320
+0% +$2.75K 2.43% 11
2017
Q3 		$6.36M Buy
769,936
+9,096
+1% +$73.8K 2.26% 14
2017
Q2 		$6.18M Buy
760,840
+42,384
+6% +$330K 2.31% 14
2017
Q1 		$5.43M Buy
718,456
+33,392
+5% +$247K 2.13% 15
2016
Q4 		$4.78M Sell
685,064
-33,112
-5% -$229K 2.03% 16
2016
Q3 		$4.98M Sell
718,176
-24,120
-3% -$166K 2.13% 18
2016
Q2 		$4.87M Buy
742,296
+28,168
+4% +$185K 2.22% 16
2016
Q1 		$4.68M Buy
714,128
+11,520
+2% +$71.4K 2.22% 15
2015
Q4 		$4.64M Buy
702,608
+1,840
+0.3% +$12.3K 2.23% 15
2015
Q3 		$4.38M Buy
700,768
+61,480
+10% +$409K 2.06% 18
2015
Q2 		$4.32M Buy
639,288
+14,072
+2% +$96K 2% 19
2015
Q1 		$4.21M Buy
625,216
+5,520
+0.9% +$36.6K 2% 19
2014
Q4 		$3.95M Buy
619,696
+6,568
+1% +$41.4K 1.97% 17
2014
Q3 		$3.6M Sell
613,128
-13,456
-2% -$82.8K 1.9% 17
2014
Q2 		$3.8M Buy
626,584
+35,872
+6% +$210K 1.99% 14
2014
Q1 		$3.4M Buy
590,712
+141,072
+31% +$802K 1.79% 15
2013
Q4 		$2.54M Buy
449,640
+60,496
+16% +$327K 1.4% 18
2013
Q3 		$2M Buy
389,144
+1,496
+0.4% +$7.55K 1.15% 17
2013
Q2 		$1.91M Buy
+387,648
New +$1.85M 1.14% 16

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 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

Live Your Vision's SCHG Position: Q1 2019 in Review

Live Your Vision increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 7.8% in Q1 2019, buying an estimated $637K and bringing the position to 931,896 shares worth $9.63M. The position accounts for 2.92% of the portfolio, ranked #11.

Live Your Vision first reported a position in SCHG in Q2 2013 and has held it in 24 quarters since. 441 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

  • Live Your Vision held 931,896 shares of Schwab US Large-Cap Growth ETF worth $9.63M as of Q1 2019.
  • Live Your Vision bought 67,320 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $637K.
  • Schwab US Large-Cap Growth ETF made up 2.92% of Live Your Vision's portfolio in Q1 2019, its #11 holding.
  • Live Your Vision first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and has held it in 24 quarters since.
  • 441 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.