Mountain Capital Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Mountain Capital Investment Advisors’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 Q4	–	Sell	-83,120	Closed	-$873K	–	52
2019 Q3	$873K	Sell	83,120 -214,328	-72%	-$2.26M	0.77%	16
2019 Q2	$3.11M	Sell	297,448 -5,536	-2%	-$56.3K	2.92%	8
2019 Q1	$3.01M	Sell	302,984 -1,216	-0.4%	-$11.5K	3.24%	8
2018 Q4	$2.62M	Sell	304,200 -7,672	-2%	-$71.5K	3.64%	8
2018 Q3	$3.2M	Buy	+311,872	New	+$3.11M	3.09%	9

Other funds holding SCHG

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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) 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

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mountain Capital Investment Advisors's SCHG Position: Q4 2019 in Review

Mountain Capital Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019, closing a stake of 83,120 shares — an estimated $873K sold.

Mountain Capital Investment Advisors first reported a position in SCHG in Q3 2018 and held it in 5 quarters. The position peaked at $3.2M in Q3 2018. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

Mountain Capital Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
Mountain Capital Investment Advisors sold 83,120 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $873K.
Mountain Capital Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and held it in 5 quarters.
Mountain Capital Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $3.2M in Q3 2018.
559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.