Winfield Associates’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Winfield Associates’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 Q1	–	Sell	-2,400	Closed	-$22K	–	545
2017 Q4	$22K	Hold	2,400	–	–	0.01%	292
2017 Q3	$20K	Hold	2,400	–	–	0.01%	298
2017 Q2	$19K	Hold	2,400	–	–	0.01%	306
2017 Q1	$18K	Hold	2,400	–	–	0.01%	286
2016 Q4	$17K	Hold	2,400	–	–	0.01%	285
2016 Q3	$17K	Hold	2,400	–	–	0.01%	274
2016 Q2	$16K	Hold	2,400	–	–	0.01%	276
2016 Q1	$16K	Hold	2,400	–	–	0.01%	259
2015 Q4	$16K	Hold	2,400	–	–	0.01%	227
2015 Q3	$15K	Hold	2,400	–	–	0.01%	226
2015 Q2	$16K	Hold	2,400	–	–	0.01%	210
2015 Q1	$16K	Hold	2,400	–	–	0.01%	214
2014 Q4	$16K	Hold	2,400	–	–	0.01%	215
2014 Q3	$15K	Hold	2,400	–	–	0.01%	220
2014 Q2	$14K	Buy	+2,400	New	+$14K	0.01%	235

Other funds holding SCHG

Financial Engines Advisors

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.1B AUM 20.67% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return