AP
SCHG icon

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

Advisors Preferred’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
2014
Q3 		– Sell
-210,824
Closed -$1.28M – 357
2014
Q2 		$1.28M Buy
+210,824
New +$1.23M 0.65% 49
2014
Q1 		– Sell
-691,464
Closed -$3.91M – 414
2013
Q4 		$3.91M Buy
+691,464
New +$3.74M 2.16% 12

Other funds holding SCHG

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return
PFG
Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Advisors Preferred's SCHG Position: Q3 2014 in Review

Advisors Preferred sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2014, closing a stake of 210,824 shares — an estimated $1.28M sold.

Advisors Preferred first reported a position in SCHG in Q4 2013 and held it in 2 quarters. The position peaked at $3.91M in Q4 2013. 82 funds tracked by Wall St. Rank hold SCHG as of Q3 2014.

  • Advisors Preferred reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Advisors Preferred sold 210,824 Schwab US Large-Cap Growth ETF shares in Q3 2014, an estimated $1.28M.
  • Advisors Preferred first reported a position in Schwab US Large-Cap Growth ETF in Q4 2013 and held it in 2 quarters.
  • Advisors Preferred's Schwab US Large-Cap Growth ETF position peaked at $3.91M in Q4 2013.
  • 82 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2014.

Based on Advisors Preferred's 13F filing for Q3 2014, filed 12 Nov 2014.