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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 $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Winfield Associates's SCHG Position: Q1 2018 in Review

Winfield Associates sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2018, closing a stake of 2,400 shares — an estimated $22K sold.

Winfield Associates first reported a position in SCHG in Q2 2014 and held it in 15 quarters. The position peaked at $22K in Q4 2017. 330 funds tracked by Wall St. Rank hold SCHG as of Q1 2018.

  • Winfield Associates reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 2,400 Schwab US Large-Cap Growth ETF shares in Q1 2018, an estimated $22K.
  • Winfield Associates first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and held it in 15 quarters.
  • Winfield Associates's Schwab US Large-Cap Growth ETF position peaked at $22K in Q4 2017.
  • 330 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.