W
SCHG icon

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

Wealthfront’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
Q3 		– Sell
-320
Closed -$2K – 1402
2015
Q2 		$2K Buy
+320
New +$2.18K ﹤0.01% 1190

Other funds holding SCHG

TH
TMFS Holdings Overland Park, Kansas $1.2B AUM 9.33% 1-Year Est. Return
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthfront's SCHG Position: Q3 2015 in Review

Wealthfront sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2015, closing a stake of 320 shares — an estimated $2K sold.

Wealthfront first reported a position in SCHG in Q2 2015 and held it in 1 quarter. The position peaked at $2K in Q2 2015. 142 funds tracked by Wall St. Rank hold SCHG as of Q3 2015.

  • Wealthfront reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Wealthfront sold 320 Schwab US Large-Cap Growth ETF shares in Q3 2015, an estimated $2K.
  • Wealthfront first reported a position in Schwab US Large-Cap Growth ETF in Q2 2015 and held it in 1 quarter.
  • Wealthfront's Schwab US Large-Cap Growth ETF position peaked at $2K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2015.

Based on Wealthfront's 13F filing for Q3 2015, filed 18 Nov 2015.