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GW&K Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

GW&K Investment 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
2014
Q2 		– Sell
-40,320
Closed -$232K – 227
2014
Q1 		$232K Buy
+40,320
New +$229K 0.01% 217

Other funds holding SCHG

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

GW&K Investment Management's SCHG Position: Q2 2014 in Review

GW&K Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2014, closing a stake of 40,320 shares — an estimated $232K sold.

GW&K Investment Management first reported a position in SCHG in Q1 2014 and held it in 1 quarter. The position peaked at $232K in Q1 2014. 78 funds tracked by Wall St. Rank hold SCHG as of Q2 2014.

  • GW&K Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2014 after selling out during the quarter.
  • GW&K Investment Management sold 40,320 Schwab US Large-Cap Growth ETF shares in Q2 2014, an estimated $232K.
  • GW&K Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2014 and held it in 1 quarter.
  • GW&K Investment Management's Schwab US Large-Cap Growth ETF position peaked at $232K in Q1 2014.
  • 78 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2014.

Based on GW&K Investment Management's 13F filing for Q2 2014, filed 9 Jul 2014.