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Jacobus Wealth Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Jacobus Wealth Management’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
Q3 		$121K Buy
+14,600
New +$118K 0.03% 197

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
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
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jacobus Wealth Management's SCHG Position: Q3 2017 in Review

Jacobus Wealth Management opened a new position in Schwab US Large-Cap Growth ETF (SCHG) in Q3 2017: 14,600 shares worth $121K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings.

265 funds tracked by Wall St. Rank hold SCHG as of Q3 2017.

  • Jacobus Wealth Management held 14,600 shares of Schwab US Large-Cap Growth ETF worth $121K as of Q3 2017.
  • Schwab US Large-Cap Growth ETF was a new Jacobus Wealth Management position in Q3 2017.
  • Schwab US Large-Cap Growth ETF made up 0.03% of Jacobus Wealth Management's portfolio in Q3 2017, its #197 holding.
  • 265 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2017.

Based on Jacobus Wealth Management's 13F filing for Q3 2017, filed 31 Oct 2017.