RFWA
SCHG icon

RPg Family Wealth Advisory’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

RPg Family Wealth Advisory’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
Q1 		– Sell
-1,672
Closed -$14.4K – 308
2018
Q4 		$14.4K Hold
1,672
– – 0.01% 188
2018
Q3 		$17.1K Hold
1,672
– – 0.01% 197
2018
Q2 		$15.8K Buy
+1,672
New +$15.6K 0.01% 193

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 $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

RPg Family Wealth Advisory's SCHG Position: Q1 2019 in Review

RPg Family Wealth Advisory sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2019, closing a stake of 1,672 shares — an estimated $14.4K sold.

RPg Family Wealth Advisory first reported a position in SCHG in Q2 2018 and held it in 3 quarters. The position peaked at $17.1K in Q3 2018. 440 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

  • RPg Family Wealth Advisory reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 1,672 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $14.4K.
  • RPg Family Wealth Advisory first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 3 quarters.
  • RPg Family Wealth Advisory's Schwab US Large-Cap Growth ETF position peaked at $17.1K in Q3 2018.
  • 440 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2019, filed 14 May 2019.