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Shelton Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Shelton Capital Management’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
-40,000
Closed -$508K – 790
2020
Q2 		$508K Hold
40,000
– – 0.03% 325
2020
Q1 		$398K Buy
+40,000
New +$456K 0.03% 333

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MG
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Mariner
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FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
FPCG
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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

Shelton Capital Management's SCHG Position: Q3 2020 in Review

Shelton Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2020, closing a stake of 40,000 shares — an estimated $508K sold.

Shelton Capital Management first reported a position in SCHG in Q1 2020 and held it in 2 quarters. The position peaked at $508K in Q2 2020. 588 funds tracked by Wall St. Rank hold SCHG as of Q3 2020.

  • Shelton Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Shelton Capital Management sold 40,000 Schwab US Large-Cap Growth ETF shares in Q3 2020, an estimated $508K.
  • Shelton Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Shelton Capital Management's Schwab US Large-Cap Growth ETF position peaked at $508K in Q2 2020.
  • 588 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2020.

Based on Shelton Capital Management's 13F filing for Q3 2020, filed 9 Nov 2020.