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WESPAC Advisors SoCal’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

WESPAC Advisors SoCal’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
2018
Q2 		– Sell
-2,984
Closed -$26K – 222
2018
Q1 		$26K Hold
2,984
– – 0.02% 143
2017
Q4 		$26K Sell
2,984
-240
-7% -$2.06K 0.01% 145
2017
Q3 		$26K Buy
+3,224
New +$26.1K 0.02% 152

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WESPAC Advisors SoCal's SCHG Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2018, closing a stake of 2,984 shares — an estimated $26K sold.

WESPAC Advisors SoCal first reported a position in SCHG in Q3 2017 and held it in 3 quarters. The position peaked at $26K in Q1 2018. 352 funds tracked by Wall St. Rank hold SCHG as of Q2 2018.

  • WESPAC Advisors SoCal reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2018 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 2,984 Schwab US Large-Cap Growth ETF shares in Q2 2018, an estimated $26K.
  • WESPAC Advisors SoCal first reported a position in Schwab US Large-Cap Growth ETF in Q3 2017 and held it in 3 quarters.
  • WESPAC Advisors SoCal's Schwab US Large-Cap Growth ETF position peaked at $26K in Q1 2018.
  • 352 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.