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

Kabarec Financial 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
2018
Q2 		$510K Sell
53,816
-1,744
-3% -$16.2K 0.39% 28
2018
Q1 		$498K Buy
55,560
+4,576
+9% +$42.2K 0.32% 29
2017
Q4 		$451K Buy
+50,984
New +$438K 0.28% 32

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kabarec Financial Advisors's SCHG Position: Q2 2018 in Review

Kabarec Financial Advisors reduced its Schwab US Large-Cap Growth ETF (SCHG) stake by 3.1% in Q2 2018, selling an estimated $16.2K and leaving 53,816 shares worth $510K. The position accounts for 0.39% of the portfolio, ranked #28.

Kabarec Financial Advisors first reported a position in SCHG in Q4 2017 and has held it in 3 quarters since. 354 funds tracked by Wall St. Rank hold SCHG as of Q2 2018.

  • Kabarec Financial Advisors held 53,816 shares of Schwab US Large-Cap Growth ETF worth $510K as of Q2 2018.
  • Kabarec Financial Advisors sold 1,744 Schwab US Large-Cap Growth ETF shares in Q2 2018, an estimated $16.2K.
  • Schwab US Large-Cap Growth ETF made up 0.39% of Kabarec Financial Advisors's portfolio in Q2 2018, its #28 holding.
  • Kabarec Financial Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • 354 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.