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Weatherstone Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Weatherstone Capital 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
2019
Q1 		– Sell
-184,256
Closed -$1.89M – 135
2018
Q4 		$1.89M Buy
+184,256
New +$1.72M 0.46% 46

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APP
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MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
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

Weatherstone Capital Management's SCHG Position: Q1 2019 in Review

Weatherstone Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2019, closing a stake of 184,256 shares — an estimated $1.89M sold.

Weatherstone Capital Management first reported a position in SCHG in Q4 2018 and held it in 1 quarter. The position peaked at $1.89M in Q4 2018. 441 funds tracked by Wall St. Rank hold SCHG as of Q1 2019.

  • Weatherstone Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2019 after selling out during the quarter.
  • Weatherstone Capital Management sold 184,256 Schwab US Large-Cap Growth ETF shares in Q1 2019, an estimated $1.89M.
  • Weatherstone Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2018 and held it in 1 quarter.
  • Weatherstone Capital Management's Schwab US Large-Cap Growth ETF position peaked at $1.89M in Q4 2018.
  • 441 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2019.

Based on Weatherstone Capital Management's 13F filing for Q1 2019, filed 16 Apr 2019.