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

LBA 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
2015
Q3 		– Sell
-3,640
Closed -$24K – 369
2015
Q2 		$24K Sell
3,640
-840
-19% -$5.73K 0.02% 204
2015
Q1 		$30K Buy
+4,480
New +$29.7K 0.02% 194

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 $766M AUM 16.04% 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 $3.66B AUM 22.28% 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 $445B AUM 25.58% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

LBA Wealth Management's SCHG Position: Q3 2015 in Review

LBA Wealth Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2015, closing a stake of 3,640 shares — an estimated $24K sold.

LBA Wealth Management first reported a position in SCHG in Q1 2015 and held it in 2 quarters. The position peaked at $30K in Q1 2015. 142 funds tracked by Wall St. Rank hold SCHG as of Q3 2015.

  • LBA Wealth Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2015 after selling out during the quarter.
  • LBA Wealth Management sold 3,640 Schwab US Large-Cap Growth ETF shares in Q3 2015, an estimated $24K.
  • LBA Wealth Management first reported a position in Schwab US Large-Cap Growth ETF in Q1 2015 and held it in 2 quarters.
  • LBA Wealth Management's Schwab US Large-Cap Growth ETF position peaked at $30K in Q1 2015.
  • 142 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2015.

Based on LBA Wealth Management's 13F filing for Q3 2015, filed 3 Nov 2015.