QT
SCHG icon

Quantbot Technologies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Quantbot Technologies’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
Q4 		– Sell
-5,920
Closed -$62K – 1541
2019
Q3 		$62K Buy
+5,920
New +$62.4K 0.01% 930

Other funds holding SCHG

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
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 $766M AUM 16.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Quantbot Technologies's SCHG Position: Q4 2019 in Review

Quantbot Technologies sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2019, closing a stake of 5,920 shares — an estimated $62K sold.

Quantbot Technologies first reported a position in SCHG in Q3 2019 and held it in 1 quarter. The position peaked at $62K in Q3 2019. 559 funds tracked by Wall St. Rank hold SCHG as of Q4 2019.

  • Quantbot Technologies reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2019 after selling out during the quarter.
  • Quantbot Technologies sold 5,920 Schwab US Large-Cap Growth ETF shares in Q4 2019, an estimated $62K.
  • Quantbot Technologies first reported a position in Schwab US Large-Cap Growth ETF in Q3 2019 and held it in 1 quarter.
  • Quantbot Technologies's Schwab US Large-Cap Growth ETF position peaked at $62K in Q3 2019.
  • 559 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2019.

Based on Quantbot Technologies's 13F filing for Q4 2019, filed 10 Feb 2020.