AF
SCHG icon

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

Aldebaran Financial’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
Q4 		– Sell
-92,936
Closed -$768K – 96
2017
Q3 		$768K Buy
92,936
+16
+0% +$130 0.53% 60
2017
Q2 		$734K Buy
92,920
+16
+0% +$125 0.54% 57
2017
Q1 		$702K Buy
92,904
+16
+0% +$118 0.53% 57
2016
Q4 		$648K Buy
92,888
+16
+0% +$111 0.51% 66
2016
Q3 		$640K Buy
92,872
+16
+0% +$110 0.51% 64
2016
Q2 		$617K Buy
92,856
+8
+0% +$53 0.5% 62
2016
Q1 		$608K Sell
92,848
-15,584
-14% -$96.6K 0.53% 56
2015
Q4 		$708K Buy
108,432
+16
+0% +$107 0.66% 50
2015
Q3 		$677K Buy
+108,416
New +$722K 0.64% 51

Other funds holding SCHG

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $3.64B AUM 14.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Aldebaran Financial's SCHG Position: Q4 2017 in Review

Aldebaran Financial sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2017, closing a stake of 92,936 shares — an estimated $768K sold.

Aldebaran Financial first reported a position in SCHG in Q3 2015 and held it in 9 quarters. The position peaked at $768K in Q3 2017. 325 funds tracked by Wall St. Rank hold SCHG as of Q4 2017.

  • Aldebaran Financial reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • Aldebaran Financial sold 92,936 Schwab US Large-Cap Growth ETF shares in Q4 2017, an estimated $768K.
  • Aldebaran Financial first reported a position in Schwab US Large-Cap Growth ETF in Q3 2015 and held it in 9 quarters.
  • Aldebaran Financial's Schwab US Large-Cap Growth ETF position peaked at $768K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2017.

Based on Aldebaran Financial's 13F filing for Q4 2017, filed 2 Mar 2018.