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Stancorp Investment Advisers’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stancorp Investment Advisers’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
2015
Q1 		$28K Sell
4,208
-1,720
-29% -$11.4K 0.01% 337
2014
Q4 		$38K Buy
+5,928
New +$37.3K 0.02% 290

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return
AA
Apriem Advisors Irvine, California $1.05B AUM 22.09% 1-Year Est. Return

Stancorp Investment Advisers's SCHG Position: Q1 2015 in Review

Stancorp Investment Advisers reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 29% in Q1 2015, selling an estimated $11.4K and leaving 4,208 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #337.

Stancorp Investment Advisers first reported a position in SCHG in Q4 2014 and has held it in 2 quarters since. The position peaked at $38K in Q4 2014. 129 funds tracked by Wall St. Rank hold SCHG as of Q1 2015.

  • Stancorp Investment Advisers held 4,208 shares of Schwab US Large-Cap Growth ETF worth $28K as of Q1 2015.
  • Stancorp Investment Advisers sold 1,720 Schwab US Large-Cap Growth ETF shares in Q1 2015, an estimated $11.4K.
  • Schwab US Large-Cap Growth ETF made up 0.01% of Stancorp Investment Advisers's portfolio in Q1 2015, its #337 holding.
  • Stancorp Investment Advisers first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and has held it in 2 quarters since.
  • Stancorp Investment Advisers's Schwab US Large-Cap Growth ETF position peaked at $38K in Q4 2014.
  • 129 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2015.

Based on Stancorp Investment Advisers's 13F filing for Q1 2015, filed 13 May 2015.