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

WFG Advisors’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
2014 Q1	–	Sell	-672	Closed	-$4K	–	2195
2013 Q4	$4K	Hold	672	–	–	﹤0.01%	1816
2013 Q3	$3K	Hold	672	–	–	﹤0.01%	1861
2013 Q2	$3K	Buy	+672	New	+$3.21K	﹤0.01%	1788

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Hengehold Capital Management Cincinnati, Ohio $1.14B AUM 12.97% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Summit Asset Management Memphis, Tennessee $719M AUM 13.76% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $16.2B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ProVise Management Group Clearwater, Florida $1.39B AUM 18.33% 1-Year Est. Return

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return