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Woodard & Company Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Woodard & Company Asset Management Group’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
-3,160
Closed -$28K – 234
2017
Q4 		$28K Buy
+3,160
New +$27.2K 0.02% 125

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Woodard & Company Asset Management Group's SCHG Position: Q1 2018 in Review

Woodard & Company Asset Management Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2018, closing a stake of 3,160 shares — an estimated $28K sold.

Woodard & Company Asset Management Group first reported a position in SCHG in Q4 2017 and held it in 1 quarter. The position peaked at $28K in Q4 2017. 331 funds tracked by Wall St. Rank hold SCHG as of Q1 2018.

  • Woodard & Company Asset Management Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2018 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 3,160 Schwab US Large-Cap Growth ETF shares in Q1 2018, an estimated $28K.
  • Woodard & Company Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's Schwab US Large-Cap Growth ETF position peaked at $28K in Q4 2017.
  • 331 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2018, filed 27 Apr 2018.