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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

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 $766M AUM 16.04% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
SAM
Summit Asset Management Memphis, Tennessee $780M AUM 16.8% 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 22.9% 1-Year Est. Return
PMG
ProVise Management Group Clearwater, Florida $1.49B AUM 21.79% 1-Year Est. Return
NDSI
Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

WFG Advisors's SCHG Position: Q1 2014 in Review

WFG Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q1 2014, closing a stake of 672 shares — an estimated $4K sold.

WFG Advisors first reported a position in SCHG in Q2 2013 and held it in 3 quarters. The position peaked at $4K in Q4 2013. 66 funds tracked by Wall St. Rank hold SCHG as of Q1 2014.

  • WFG Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 672 Schwab US Large-Cap Growth ETF shares in Q1 2014, an estimated $4K.
  • WFG Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Schwab US Large-Cap Growth ETF position peaked at $4K in Q4 2013.
  • 66 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.