Tradition Asset Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Tradition Asset 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 Q2	$251K	Buy	+19,776	New	+$231K	0.07%	156

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 $10B AUM 15.14% 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

Tradition Asset Management's SCHG Position: Q2 2020 in Review

Tradition Asset Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020: 19,776 shares worth $251K. The stake represents 0.07% of the portfolio and ranks #156 among its holdings.

580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

Tradition Asset Management held 19,776 shares of Schwab US Large-Cap Growth ETF worth $251K as of Q2 2020.
Schwab US Large-Cap Growth ETF was a new Tradition Asset Management position in Q2 2020.
Schwab US Large-Cap Growth ETF made up 0.07% of Tradition Asset Management's portfolio in Q2 2020, its #156 holding.
580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Tradition Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.