SHWM
SCHG icon

Silicon Hills Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Silicon Hills Wealth 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
Q1 		– Sell
-40
Closed -$103 – 248
2019
Q4 		$103 Buy
+40
New +$441 0.08% 100

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Avantax Planning Partners
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Fund Evaluation Group
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
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Silicon Hills Wealth Management's SCHG Position: Q1 2020 in Review

Silicon Hills Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 40 shares — an estimated $103 sold.

Silicon Hills Wealth Management first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $103 in Q4 2019. 552 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Silicon Hills Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Silicon Hills Wealth Management sold 40 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $103.
  • Silicon Hills Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Silicon Hills Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $103 in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.