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Suntrust Banks’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Suntrust Banks’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
Q2 		– Sell
-45,408
Closed -$305K – 1267
2015
Q1 		$305K Hold
45,408
– – ﹤0.01% 1020
2014
Q4 		$293K Sell
45,408
-3,112
-6% -$19.6K ﹤0.01% 988
2014
Q3 		$298K Hold
48,520
– – ﹤0.01% 1168
2014
Q2 		$294K Buy
+48,520
New +$284K ﹤0.01% 1214

Other funds holding SCHG

CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 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
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

Suntrust Banks's SCHG Position: Q2 2015 in Review

Suntrust Banks sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q2 2015, closing a stake of 45,408 shares — an estimated $305K sold.

Suntrust Banks first reported a position in SCHG in Q2 2014 and held it in 4 quarters. The position peaked at $305K in Q1 2015. 133 funds tracked by Wall St. Rank hold SCHG as of Q2 2015.

  • Suntrust Banks reported no remaining Schwab US Large-Cap Growth ETF position as of Q2 2015 after selling out during the quarter.
  • Suntrust Banks sold 45,408 Schwab US Large-Cap Growth ETF shares in Q2 2015, an estimated $305K.
  • Suntrust Banks first reported a position in Schwab US Large-Cap Growth ETF in Q2 2014 and held it in 4 quarters.
  • Suntrust Banks's Schwab US Large-Cap Growth ETF position peaked at $305K in Q1 2015.
  • 133 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2015.

Based on Suntrust Banks's 13F filing for Q2 2015, filed 10 Aug 2015.