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Pin Oak Investment Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pin Oak 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
2018
Q2 		– Sell
-576
Closed -$5K – 443
2018
Q1 		$5K Hold
576
– – ﹤0.01% 377
2017
Q4 		$5K Buy
+576
New +$4.95K ﹤0.01% 384

Other funds holding SCHG

Financial Engines Advisors
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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pin Oak Investment Advisors's SCHG Position: Q2 2018 in Review

Pin Oak Investment Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2018, closing a stake of 576 shares — an estimated $5K sold.

Pin Oak Investment Advisors first reported a position in SCHG in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q1 2018. 354 funds tracked by Wall St. Rank hold SCHG as of Q2 2018.

  • Pin Oak Investment Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 576 Schwab US Large-Cap Growth ETF shares in Q2 2018, an estimated $5K.
  • Pin Oak Investment Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 2 quarters.
  • Pin Oak Investment Advisors's Schwab US Large-Cap Growth ETF position peaked at $5K in Q1 2018.
  • 354 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2018, filed 15 Aug 2018.