Squar Milner Financial Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-4,272	Closed	-$42K	–	612
2020 Q1	$42K	Hold	4,272	–	–	0.03%	377
2019 Q4	$49K	Buy	+4,272	New	+$47.1K	0.02%	409
2019 Q3	–	Sell	-2,320	Closed	-$24K	–	616
2019 Q2	$24K	Hold	2,320	–	–	0.02%	443
2019 Q1	$23K	Hold	2,320	–	–	0.02%	414
2018 Q4	$20K	Sell	2,320 -304	-12%	-$2.83K	0.02%	396
2018 Q3	$27K	Hold	2,624	–	–	0.02%	378
2018 Q2	$25K	Buy	+2,624	New	+$24.4K	0.02%	448

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Squar Milner Financial Services's SCHG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 4,272 shares — an estimated $42K sold.

Squar Milner Financial Services first reported a position in SCHG in Q2 2018 and held it in 7 quarters. The position peaked at $49K in Q4 2019. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

Squar Milner Financial Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 4,272 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $42K.
Squar Milner Financial Services first reported a position in Schwab US Large-Cap Growth ETF in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Schwab US Large-Cap Growth ETF position peaked at $49K in Q4 2019.
580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.