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Stuart Chaussee & Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stuart Chaussee & Associates’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
-1,752
Closed -$20K – 115
2019
Q4 		$20K Buy
+1,752
New +$19.3K 0.01% 60

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MG
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Osaic Holdings
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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
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Stuart Chaussee & Associates's SCHG Position: Q1 2020 in Review

Stuart Chaussee & Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 1,752 shares — an estimated $20K sold.

Stuart Chaussee & Associates first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $20K in Q4 2019. 553 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Stuart Chaussee & Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,752 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $20K.
  • Stuart Chaussee & Associates first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Stuart Chaussee & Associates's Schwab US Large-Cap Growth ETF position peaked at $20K in Q4 2019.
  • 553 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Stuart Chaussee & Associates's 13F filing for Q1 2020, filed 14 May 2020.