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Steph & Co’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Steph & Co’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
-7,800
Closed -$78K – 262
2020
Q1 		$78K Hold
7,800
– – 0.09% 117
2019
Q4 		$91K Buy
+7,800
New +$86K 0.08% 143

Other funds holding SCHG

Financial Engines Advisors
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Carson Wealth (CWM LLC)
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Steph & Co's SCHG Position: Q2 2020 in Review

Steph & Co sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 7,800 shares — an estimated $78K sold.

Steph & Co first reported a position in SCHG in Q4 2019 and held it in 2 quarters. The position peaked at $91K in Q4 2019. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Steph & Co reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Steph & Co sold 7,800 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $78K.
  • Steph & Co first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 2 quarters.
  • Steph & Co's Schwab US Large-Cap Growth ETF position peaked at $91K in Q4 2019.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Steph & Co's 13F filing for Q2 2020, filed 15 Jul 2020.