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National Planning Corporation’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

National Planning Corporation’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 		– Sell
-245,400
Closed -$2.03M – 508
2017
Q3 		$2.03M Sell
245,400
-42,608
-15% -$346K 0.17% 137
2017
Q2 		$2.27M Buy
+288,008
New +$2.24M 0.17% 139

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 27.61% 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

National Planning Corporation's SCHG Position: Q4 2017 in Review

National Planning Corporation sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2017, closing a stake of 245,400 shares — an estimated $2.03M sold.

National Planning Corporation first reported a position in SCHG in Q2 2017 and held it in 2 quarters. The position peaked at $2.27M in Q2 2017. 325 funds tracked by Wall St. Rank hold SCHG as of Q4 2017.

  • National Planning Corporation reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 245,400 Schwab US Large-Cap Growth ETF shares in Q4 2017, an estimated $2.03M.
  • National Planning Corporation first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's Schwab US Large-Cap Growth ETF position peaked at $2.27M in Q2 2017.
  • 325 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.