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Stanford Investment Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Stanford Investment Group’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
-816
Closed -$6K – 240
2016
Q4 		$6K Hold
816
– – ﹤0.01% 330
2016
Q3 		$6K Hold
816
– – ﹤0.01% 358
2016
Q2 		$5K Buy
816
+8
+1% +$53 ﹤0.01% 327
2016
Q1 		$5K Hold
808
– – ﹤0.01% 328
2015
Q4 		$5K Hold
808
– – ﹤0.01% 301
2015
Q3 		$5K Buy
808
+8
+1% +$53 ﹤0.01% 307
2015
Q2 		$5K Hold
800
– – ﹤0.01% 317
2015
Q1 		$5K Hold
800
– – ﹤0.01% 313
2014
Q4 		$5K Buy
+800
New +$5.04K ﹤0.01% 319

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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 $445B AUM 25.58% 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

Stanford Investment Group's SCHG Position: Q1 2017 in Review

Stanford Investment Group sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2017, closing a stake of 816 shares — an estimated $6K sold.

Stanford Investment Group first reported a position in SCHG in Q4 2014 and held it in 9 quarters. The position peaked at $6K in Q4 2016. 221 funds tracked by Wall St. Rank hold SCHG as of Q1 2017.

  • Stanford Investment Group reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 816 Schwab US Large-Cap Growth ETF shares in Q1 2017, an estimated $6K.
  • Stanford Investment Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Schwab US Large-Cap Growth ETF position peaked at $6K in Q4 2016.
  • 221 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.