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Compass Efficient Model Portfolios’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$9K Buy
1,576
+200
+15% +$1.08K 0.34% 68
2013
Q3 		$7K Buy
+1,376
New +$6.94K 0.05% 60

Other funds holding SCHG

MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
ECML
Eagle Capital Management (Louisiana) Mandeville, Louisiana $293M AUM 33.65% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Compass Efficient Model Portfolios's SCHG Position: Q4 2013 in Review

Compass Efficient Model Portfolios increased its Schwab US Large-Cap Growth ETF (SCHG) stake by 15% in Q4 2013, buying an estimated $1.08K and bringing the position to 1,576 shares worth $9K. The position accounts for 0.34% of the portfolio, ranked #68.

Compass Efficient Model Portfolios first reported a position in SCHG in Q3 2013 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold SCHG as of Q4 2013.

  • Compass Efficient Model Portfolios held 1,576 shares of Schwab US Large-Cap Growth ETF worth $9K as of Q4 2013.
  • Compass Efficient Model Portfolios bought 200 Schwab US Large-Cap Growth ETF shares in Q4 2013, an estimated $1.08K.
  • Schwab US Large-Cap Growth ETF made up 0.34% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #68 holding.
  • Compass Efficient Model Portfolios first reported a position in Schwab US Large-Cap Growth ETF in Q3 2013 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.