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Checchi Capital Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Checchi Capital Advisers’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
2017
Q2 		– Sell
-352,656
Closed -$2.67M – 401
2017
Q1 		$2.67M Buy
+352,656
New +$2.61M 0.31% 33

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
TIM
Total Investment Management Scottsdale, Arizona $948M AUM 17.6% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Checchi Capital Advisers's SCHG Position: Q2 2017 in Review

Checchi Capital Advisers sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2017, closing a stake of 352,656 shares — an estimated $2.67M sold.

Checchi Capital Advisers first reported a position in SCHG in Q1 2017 and held it in 1 quarter. The position peaked at $2.67M in Q1 2017. 254 funds tracked by Wall St. Rank hold SCHG as of Q2 2017.

  • Checchi Capital Advisers reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
  • Checchi Capital Advisers sold 352,656 Schwab US Large-Cap Growth ETF shares in Q2 2017, an estimated $2.67M.
  • Checchi Capital Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q1 2017 and held it in 1 quarter.
  • Checchi Capital Advisers's Schwab US Large-Cap Growth ETF position peaked at $2.67M in Q1 2017.
  • 254 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2017.

Based on Checchi Capital Advisers's 13F filing for Q2 2017, filed 3 Aug 2017.