Peak Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Peak Asset Management’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
2018 Q4	–	Sell	-20,848	Closed	-$214K	–	133
2018 Q3	$214K	Sell	20,848 -4,296	-17%	-$42.8K	0.07%	120
2018 Q2	$238K	Sell	25,144 -4,000	-14%	-$37.2K	0.09%	116
2018 Q1	$261K	Sell	29,144 -8,096	-22%	-$74.6K	0.1%	105
2017 Q4	$329K	Sell	37,240 -3,664	-9%	-$31.5K	0.12%	97
2017 Q3	$338K	Sell	40,904 -928	-2%	-$7.53K	0.12%	106
2017 Q2	$330K	Sell	41,832 -6,000	-13%	-$46.8K	0.12%	108
2017 Q1	$362K	Buy	47,832 +8,216	+21%	+$60.7K	0.14%	106
2016 Q4	$276K	Hold	39,616	–	–	0.11%	120
2016 Q3	$275K	Buy	+39,616	New	+$272K	0.12%	113
2016 Q1	–	Sell	-50,272	Closed	-$332K	–	128
2015 Q4	$332K	Buy	+50,272	New	+$335K	0.16%	87

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

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

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

SEI Investments

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return