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Kernodle & Katon Asset Management Group’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

Kernodle & Katon Asset Management Group’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
Q1 		$62K Hold
8,240
– – 0.04% 156
2016
Q4 		$58K Sell
8,240
-20,440
-71% -$141K 0.03% 158
2016
Q3 		$199K Hold
28,680
– – 0.12% 88
2016
Q2 		$188K Buy
28,680
+6,888
+32% +$45.3K 0.17% 51
2016
Q1 		$143K Hold
21,792
– – 0.14% 61
2015
Q4 		$144K Buy
+21,792
New +$145K 0.14% 38

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Kernodle & Katon Asset Management Group's SCHG Position: Q1 2017 in Review

Kernodle & Katon Asset Management Group held its Schwab US Large-Cap Growth ETF (SCHG) position steady in Q1 2017 at 8,240 shares worth $62K. The position accounts for 0.04% of the portfolio, ranked #156.

Kernodle & Katon Asset Management Group first reported a position in SCHG in Q4 2015 and has held it in 6 quarters since. The position peaked at $199K in Q3 2016. 221 funds tracked by Wall St. Rank hold SCHG as of Q1 2017.

  • Kernodle & Katon Asset Management Group held 8,240 shares of Schwab US Large-Cap Growth ETF worth $62K as of Q1 2017.
  • Kernodle & Katon Asset Management Group left its Schwab US Large-Cap Growth ETF share count unchanged in Q1 2017.
  • Schwab US Large-Cap Growth ETF made up 0.04% of Kernodle & Katon Asset Management Group's portfolio in Q1 2017, its #156 holding.
  • Kernodle & Katon Asset Management Group first reported a position in Schwab US Large-Cap Growth ETF in Q4 2015 and has held it in 6 quarters since.
  • Kernodle & Katon Asset Management Group's Schwab US Large-Cap Growth ETF position peaked at $199K in Q3 2016.
  • 221 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q1 2017.

Based on Kernodle & Katon Asset Management Group's 13F filing for Q1 2017, filed 12 May 2017.