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Ranch Capital Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Ranch Capital 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
2020
Q3 		– Sell
-104
Closed -$1K – 922
2020
Q2 		$1K Buy
+104
New +$1.21K ﹤0.01% 878

Other funds holding SCHG

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Ranch Capital Advisors's SCHG Position: Q3 2020 in Review

Ranch Capital Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 104 shares — an estimated $1K sold.

Ranch Capital Advisors first reported a position in SCHG in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Ranch Capital Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Ranch Capital Advisors sold 104 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $1K.
  • Ranch Capital Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2020 and held it in 1 quarter.
  • Ranch Capital Advisors's Schwab US Large-Cap Growth ETF position peaked at $1K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Ranch Capital Advisors's 13F filing for Q3 2020, filed 16 Nov 2020.