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

Patten 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
2019 Q1	–	Sell	-288	Closed	-$2K	–	459
2018 Q4	$2K	Hold	288	–	–	﹤0.01%	543
2018 Q3	$3K	Hold	288	–	–	﹤0.01%	633
2018 Q2	$3K	Hold	288	–	–	﹤0.01%	611
2018 Q1	$3K	Hold	288	–	–	﹤0.01%	535
2017 Q4	$3K	Sell	288 -32	-10%	-$275	﹤0.01%	571
2017 Q3	$3K	Hold	320	–	–	﹤0.01%	567
2017 Q2	$3K	Sell	320 -13,728	-98%	-$107K	﹤0.01%	580
2017 Q1	$106K	Hold	14,048	–	–	0.05%	235
2016 Q4	$102K	Buy	14,048 +160	+1%	+$1.11K	0.05%	244
2016 Q3	$95.2K	Sell	13,888 -168	-1%	-$1.15K	0.04%	247
2016 Q2	$92.2K	Buy	14,056 +720	+5%	+$4.73K	0.04%	242
2016 Q1	$87.4K	Buy	13,336 +304	+2%	+$1.89K	0.04%	240
2015 Q4	$86.1K	Buy	+13,032	New	+$87K	0.04%	248

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

MAM

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Patten Group's SCHG Position: Q1 2019 in Review

Patten Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2019, closing a stake of 288 shares — an estimated $2K sold.

Patten Group first reported a position in SCHG in Q4 2015 and held it in 13 quarters. The position peaked at $106K in Q1 2017. 440 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

Patten Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
Patten Group sold 288 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $2K.
Patten Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and held it in 13 quarters.
Patten Group's Schwab US Large-Cap Growth ETF position peaked at $106K in Q1 2017.
440 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on Patten Group's 13F filing for Q1 2019, filed 14 May 2019.