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Tobias Financial Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tobias Financial Advisors’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
-192
Closed -$2K – 235
2019
Q4 		$2K Buy
+192
New +$2.12K ﹤0.01% 256

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Mather Group
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Osaic Holdings
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Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Fund Evaluation Group
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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
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Tobias Financial Advisors's SCHG Position: Q1 2020 in Review

Tobias Financial Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2020, closing a stake of 192 shares — an estimated $2K sold.

Tobias Financial Advisors first reported a position in SCHG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 552 funds tracked by Wall St. Rank hold SCHG as of Q1 2020.

  • Tobias Financial Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 192 Schwab US Large-Cap Growth ETF shares in Q1 2020, an estimated $2K.
  • Tobias Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's Schwab US Large-Cap Growth ETF position peaked at $2K in Q4 2019.
  • 552 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.