Proficio Capital Partners’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Proficio Capital 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	-16,000	Closed	-$166K	–	1263
2019 Q2	$166K	Hold	16,000	–	–	0.06%	148
2019 Q1	$159K	Hold	16,000	–	–	0.06%	149
2018 Q4	$138K	Hold	16,000	–	–	0.06%	135
2018 Q3	$164K	Hold	16,000	–	–	0.05%	144
2018 Q2	$152K	Hold	16,000	–	–	0.06%	153
2018 Q1	$143K	Hold	16,000	–	–	0.04%	162
2017 Q4	$141K	Hold	16,000	–	–	0.05%	165
2017 Q3	$132K	Hold	16,000	–	–	0.05%	205
2017 Q2	$130K	Hold	16,000	–	–	0.05%	213
2017 Q1	$126K	Hold	16,000	–	–	0.06%	209
2016 Q4	$112K	Hold	16,000	–	–	0.05%	174
2016 Q3	$111K	Hold	16,000	–	–	0.06%	167
2016 Q2	$110K	Buy	16,000 +8,000	+100%	+$52.6K	0.07%	167
2016 Q1	$52K	Buy	+8,000	New	+$49.6K	0.04%	206

Other funds holding SCHG

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

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

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

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) 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

Proficio Capital Partners's SCHG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2019, closing a stake of 16,000 shares — an estimated $166K sold.

Proficio Capital Partners first reported a position in SCHG in Q1 2016 and held it in 14 quarters. The position peaked at $166K in Q2 2019. 476 funds tracked by Wall St. Rank hold SCHG as of Q3 2019.

Proficio Capital Partners reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 16,000 Schwab US Large-Cap Growth ETF shares in Q3 2019, an estimated $166K.
Proficio Capital Partners first reported a position in Schwab US Large-Cap Growth ETF in Q1 2016 and held it in 14 quarters.
Proficio Capital Partners's Schwab US Large-Cap Growth ETF position peaked at $166K in Q2 2019.
476 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.