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

Manchester Financial’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	-3,264	Closed	-$53K	–	535
2021 Q1	$53K	Sell	3,264 -264	-7%	-$4.3K	0.02%	172
2020 Q4	$57K	Buy	3,528 +184	+6%	+$2.79K	0.04%	139
2020 Q3	$48K	Buy	3,344 +584	+21%	+$8.14K	0.04%	133
2020 Q2	$35K	Buy	2,760 +216	+8%	+$2.52K	0.03%	166
2020 Q1	$25K	Buy	2,544 +112	+5%	+$1.28K	0.02%	190
2019 Q4	$28K	Buy	+2,432	New	+$26.8K	0.01%	216
2019 Q3	–	Sell	-16,896	Closed	-$176K	–	372
2019 Q2	$176K	Buy	+16,896	New	+$172K	0.08%	64

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