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BlackRock Institutional Trust’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

BlackRock Institutional Trust’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
Q2 		– Sell
-310,400
Closed -$1.78M – 4022
2014
Q1 		$1.78M Buy
+310,400
New +$1.76M ﹤0.01% 3210

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 $766M AUM 16.04% 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 $1.92B AUM 26.86% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

BlackRock Institutional Trust's SCHG Position: Q2 2014 in Review

BlackRock Institutional Trust sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2014, closing a stake of 310,400 shares — an estimated $1.78M sold.

BlackRock Institutional Trust first reported a position in SCHG in Q1 2014 and held it in 1 quarter. The position peaked at $1.78M in Q1 2014. 78 funds tracked by Wall St. Rank hold SCHG as of Q2 2014.

  • BlackRock Institutional Trust reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • BlackRock Institutional Trust sold 310,400 Schwab US Large-Cap Growth ETF shares in Q2 2014, an estimated $1.78M.
  • BlackRock Institutional Trust first reported a position in Schwab US Large-Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • BlackRock Institutional Trust's Schwab US Large-Cap Growth ETF position peaked at $1.78M in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2014.

Based on BlackRock Institutional Trust's 13F filing for Q2 2014, filed 6 Aug 2014.