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Brouwer & Janachowski’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Brouwer & Janachowski’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
-16,680
Closed -$112K – 74
2015
Q2 		$112K Buy
+16,680
New +$114K 0.05% 50
2014
Q2 		– Sell
-10,160
Closed -$58K – 74
2014
Q1 		$58K Buy
+10,160
New +$57.7K 0.03% 66

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

Brouwer & Janachowski's SCHG Position: Q3 2015 in Review

Brouwer & Janachowski sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2015, closing a stake of 16,680 shares — an estimated $112K sold.

Brouwer & Janachowski first reported a position in SCHG in Q1 2014 and held it in 2 quarters. The position peaked at $112K in Q2 2015. 142 funds tracked by Wall St. Rank hold SCHG as of Q3 2015.

  • Brouwer & Janachowski reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • Brouwer & Janachowski sold 16,680 Schwab US Large-Cap Growth ETF shares in Q3 2015, an estimated $112K.
  • Brouwer & Janachowski first reported a position in Schwab US Large-Cap Growth ETF in Q1 2014 and held it in 2 quarters.
  • Brouwer & Janachowski's Schwab US Large-Cap Growth ETF position peaked at $112K in Q2 2015.
  • 142 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2015.

Based on Brouwer & Janachowski's 13F filing for Q3 2015, filed 16 Nov 2015.