Concert Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Concert Wealth Management’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	-346,264	Closed	-$2.42M	–	395
2017 Q1	$2.42M	Buy	346,264 +2,400	+0.7%	+$17.7K	0.55%	34
2016 Q4	$2.41M	Buy	343,864 +5,824	+2%	+$40.3K	0.54%	34
2016 Q3	$2.35M	Buy	338,040 +888	+0.3%	+$6.1K	0.29%	79
2016 Q2	$2.21M	Buy	337,152 +4,936	+1%	+$32.4K	0.3%	78
2016 Q1	$2.17M	Buy	332,216 +14,584	+5%	+$90.4K	0.29%	80
2015 Q4	$2.1M	Sell	317,632 -11,608	-4%	-$77.5K	0.28%	78
2015 Q3	$2.04M	Buy	329,240 +179,800	+120%	+$1.2M	0.28%	82
2015 Q2	$1.01M	Buy	+149,440	New	+$1.02M	0.13%	202

Other funds holding SCHG

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

TIM

Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 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 New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Concert Wealth Management's SCHG Position: Q2 2017 in Review

Concert Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2017, closing a stake of 346,264 shares — an estimated $2.42M sold.

Concert Wealth Management first reported a position in SCHG in Q2 2015 and held it in 8 quarters. The position peaked at $2.42M in Q1 2017. 254 funds tracked by Wall St. Rank hold SCHG as of Q2 2017.

Concert Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 346,264 Schwab US Large-Cap Growth ETF shares in Q2 2017, an estimated $2.42M.
Concert Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and held it in 8 quarters.
Concert Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $2.42M in Q1 2017.
254 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.