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

Gupta 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
2015 Q3	–	Sell	-7,040	Closed	-$47K	–	1338
2015 Q2	$47K	Hold	7,040	–	–	0.01%	483
2015 Q1	$47K	Buy	+7,040	New	+$46.7K	0.01%	417

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 $779M AUM 23.4% 1-Year Est. Return

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Gupta Wealth Management's SCHG Position: Q3 2015 in Review

Gupta Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2015, closing a stake of 7,040 shares — an estimated $47K sold.

Gupta Wealth Management first reported a position in SCHG in Q1 2015 and held it in 2 quarters. The position peaked at $47K in Q2 2015. 142 funds tracked by Wall St. Rank hold SCHG as of Q3 2015.

Gupta Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
Gupta Wealth Management sold 7,040 Schwab US Large-Cap Growth ETF shares in Q3 2015, an estimated $47K.
Gupta Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and held it in 2 quarters.
Gupta Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $47K in Q2 2015.
142 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.