Crosspoint Capital Strategies’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Crosspoint Capital Strategies’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
2015 Q4	–	Sell	-15,992	Closed	-$100K	–	1165
2015 Q3	$100K	Sell	15,992 -1,672	-9%	-$11.1K	0.12%	177
2015 Q2	$119K	Buy	17,664 +408	+2%	+$2.78K	0.03%	252
2015 Q1	$116K	Buy	17,256 +13,952	+422%	+$92.5K	0.06%	182
2014 Q4	$21K	Buy	+3,304	New	+$20.8K	0.01%	437

Other funds holding SCHG

TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Piershale Financial Group Barrington, Illinois $157M AUM 7.08% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return