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Integrated Wealth Management (Palm Desert)’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-816
Closed -$6K – 856
2016
Q3 		$6K Buy
+816
New +$5.6K ﹤0.01% 876
2016
Q1 		– Sell
-1,760
Closed -$12K – 1311
2015
Q4 		$12K Sell
1,760
-856
-33% -$5.71K 0.01% 731
2015
Q3 		$16K Sell
2,616
-968
-27% -$6.44K 0.01% 642
2015
Q2 		$24K Buy
+3,584
New +$24.4K 0.01% 556

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 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
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s SCHG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2016, closing a stake of 816 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in SCHG in Q2 2015 and held it in 4 quarters. The position peaked at $24K in Q2 2015. 206 funds tracked by Wall St. Rank hold SCHG as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 816 Schwab US Large-Cap Growth ETF shares in Q4 2016, an estimated $6K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s Schwab US Large-Cap Growth ETF position peaked at $24K in Q2 2015.
  • 206 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.