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St. Johns Investment Management’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

St. Johns Investment 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
Q4 		– Sell
-720
Closed -$6K – 188
2017
Q3 		$6K Hold
720
– – ﹤0.01% 157
2017
Q2 		$6K Buy
+720
New +$5.61K ﹤0.01% 138

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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
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

St. Johns Investment Management's SCHG Position: Q4 2017 in Review

St. Johns Investment Management sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q4 2017, closing a stake of 720 shares — an estimated $6K sold.

St. Johns Investment Management first reported a position in SCHG in Q2 2017 and held it in 2 quarters. The position peaked at $6K in Q3 2017. 325 funds tracked by Wall St. Rank hold SCHG as of Q4 2017.

  • St. Johns Investment Management reported no remaining Schwab US Large-Cap Growth ETF position as of Q4 2017 after selling out during the quarter.
  • St. Johns Investment Management sold 720 Schwab US Large-Cap Growth ETF shares in Q4 2017, an estimated $6K.
  • St. Johns Investment Management first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 2 quarters.
  • St. Johns Investment Management's Schwab US Large-Cap Growth ETF position peaked at $6K in Q3 2017.
  • 325 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q4 2017.

Based on St. Johns Investment Management's 13F filing for Q4 2017, filed 16 Jan 2018.