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Walter & Keenan Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Walter & Keenan Wealth 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 		– Sell
-36,240
Closed -$344K – 176
2020
Q1 		$344K Buy
+36,240
New +$413K 0.14% 81

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FEG
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Carson Wealth (CWM LLC)
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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

Walter & Keenan Wealth Management's SCHG Position: Q2 2020 in Review

Walter & Keenan Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2020, closing a stake of 36,240 shares — an estimated $344K sold.

Walter & Keenan Wealth Management first reported a position in SCHG in Q1 2020 and held it in 1 quarter. The position peaked at $344K in Q1 2020. 580 funds tracked by Wall St. Rank hold SCHG as of Q2 2020.

  • Walter & Keenan Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2020 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 36,240 Schwab US Large-Cap Growth ETF shares in Q2 2020, an estimated $344K.
  • Walter & Keenan Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2020 and held it in 1 quarter.
  • Walter & Keenan Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $344K in Q1 2020.
  • 580 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2020.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2020, filed 16 Jul 2020.