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Northwestern Mutual Investment Services’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Northwestern Mutual Investment Services’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
Q1 		– Sell
-200
Closed -$1K – 77
2015
Q4 		$1K Buy
+200
New +$1.33K ﹤0.01% 91

Other funds holding SCHG

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TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Northwestern Mutual Investment Services's SCHG Position: Q1 2016 in Review

Northwestern Mutual Investment Services sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2016, closing a stake of 200 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in SCHG in Q4 2015 and held it in 1 quarter. The position peaked at $1K in Q4 2015. 169 funds tracked by Wall St. Rank hold SCHG as of Q1 2016.

  • Northwestern Mutual Investment Services reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2016 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 200 Schwab US Large-Cap Growth ETF shares in Q1 2016, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Schwab US Large-Cap Growth ETF position peaked at $1K in Q4 2015.
  • 169 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2016.

Based on Northwestern Mutual Investment Services's 13F filing for Q1 2016.