TrueWealth LLC’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

TrueWealth LLC’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	$116K	Buy	9,160 +800	+10%	+$9.33K	0.05%	189
2020 Q1	$83K	Hold	8,360	–	–	0.04%	200
2019 Q4	$97K	Hold	8,360	–	–	0.04%	207
2019 Q3	$88K	Hold	8,360	–	–	0.04%	215
2019 Q2	$87K	Hold	8,360	–	–	0.04%	212
2019 Q1	$83K	Hold	8,360	–	–	0.04%	216
2018 Q4	$72K	Hold	8,360	–	–	0.04%	214
2018 Q3	$86K	Hold	8,360	–	–	0.04%	214
2018 Q2	$79K	Hold	8,360	–	–	0.04%	221
2018 Q1	$75K	Hold	8,360	–	–	0.04%	224
2017 Q4	$74K	Buy	+8,360	New	+$71.9K	0.03%	243

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 $4.02B AUM 20% 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

TrueWealth LLC's SCHG Position: Q2 2020 in Review

TrueWealth LLC increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 9.6% in Q2 2020, buying an estimated $9.33K and bringing the position to 9,160 shares worth $116K. The position accounts for 0.05% of the portfolio, ranked #189.

TrueWealth LLC first reported a position in SCHG in Q4 2017 and has held it in 11 quarters since. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

TrueWealth LLC held 9,160 shares of Schwab US Large-Cap Growth ETF worth $116K as of Q2 2020.
TrueWealth LLC bought 800 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $9.33K.
Schwab US Large-Cap Growth ETF made up 0.05% of TrueWealth LLC's portfolio in Q2 2020, its #189 holding.
TrueWealth LLC first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 11 quarters since.
580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.