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Pointe Capital Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Pointe Capital 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
2017
Q1 		– Sell
-423,648
Closed -$2.96M – 215
2016
Q4 		$2.96M Buy
+423,648
New +$2.93M 1.69% 16

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 $3.64B AUM 14.73% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Pointe Capital Management's SCHG Position: Q1 2017 in Review

Pointe Capital Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2017, closing a stake of 423,648 shares — an estimated $2.96M sold.

Pointe Capital Management first reported a position in SCHG in Q4 2016 and held it in 1 quarter. The position peaked at $2.96M in Q4 2016. 221 funds tracked by Wall St. Rank hold SCHG as of Q1 2017.

  • Pointe Capital Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Pointe Capital Management sold 423,648 Schwab US Large-Cap Growth ETF shares in Q1 2017, an estimated $2.96M.
  • Pointe Capital Management first reported a position in Schwab US Large-Cap Growth ETF in Q4 2016 and held it in 1 quarter.
  • Pointe Capital Management's Schwab US Large-Cap Growth ETF position peaked at $2.96M in Q4 2016.
  • 221 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2017.

Based on Pointe Capital Management's 13F filing for Q1 2017, filed 25 May 2017.