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GFS Private Wealth’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GFS Private Wealth’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
Q4 		$12.8M Buy
+1,444,744
New +$12.4M 4.38% 9

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

GFS Private Wealth's SCHG Position: Q4 2017 in Review

GFS Private Wealth opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q4 2017: 1,444,744 shares worth $12.8M. The stake represents 4.38% of the portfolio and ranks #9 among its holdings.

325 funds tracked by Wall St. Rank hold SCHG as of Q4 2017.

  • GFS Private Wealth held 1,444,744 shares of Schwab US Large-Cap Growth ETF worth $12.8M as of Q4 2017.
  • Schwab US Large-Cap Growth ETF was a new GFS Private Wealth position in Q4 2017.
  • Schwab US Large-Cap Growth ETF made up 4.38% of GFS Private Wealth's portfolio in Q4 2017, its #9 holding.
  • 325 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2017.

Based on GFS Private Wealth's 13F filing for Q4 2017, filed 29 Jan 2018.