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MYCIO Wealth Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-56
Closed -$1K – 465
2019
Q2 		$1K Buy
+56
New +$569 ﹤0.01% 406
2018
Q4 		– Sell
-20,248
Closed -$208K – 302
2018
Q3 		$208K Buy
+20,248
New +$202K 0.02% 266

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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 $18.2B AUM 22.02% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

MYCIO Wealth Partners's SCHG Position: Q3 2019 in Review

MYCIO Wealth Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2019, closing a stake of 56 shares — an estimated $1K sold.

MYCIO Wealth Partners first reported a position in SCHG in Q3 2018 and held it in 2 quarters. The position peaked at $208K in Q3 2018. 476 funds tracked by Wall St. Rank hold SCHG as of Q3 2019.

  • MYCIO Wealth Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
  • MYCIO Wealth Partners sold 56 Schwab US Large-Cap Growth ETF shares in Q3 2019, an estimated $1K.
  • MYCIO Wealth Partners first reported a position in Schwab US Large-Cap Growth ETF in Q3 2018 and held it in 2 quarters.
  • MYCIO Wealth Partners's Schwab US Large-Cap Growth ETF position peaked at $208K in Q3 2018.
  • 476 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2019.

Based on MYCIO Wealth Partners's 13F filing for Q3 2019, filed 12 Nov 2019.