VWA
SCHG icon

V Wealth Advisors’s Schwab US Large-Cap Growth ETF SCHG Stock Holding History

V Wealth 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
2017
Q3 		– Sell
-1,488
Closed -$12K – 611
2017
Q2 		$12K Buy
+1,488
New +$11.6K 0.01% 537

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

V Wealth Advisors's SCHG Position: Q3 2017 in Review

V Wealth Advisors sold out of Schwab US Large-Cap Growth ETF (SCHG) in Q3 2017, closing a stake of 1,488 shares — an estimated $12K sold.

V Wealth Advisors first reported a position in SCHG in Q2 2017 and held it in 1 quarter. The position peaked at $12K in Q2 2017. 265 funds tracked by Wall St. Rank hold SCHG as of Q3 2017.

  • V Wealth Advisors reported no remaining Schwab US Large-Cap Growth ETF position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,488 Schwab US Large-Cap Growth ETF shares in Q3 2017, an estimated $12K.
  • V Wealth Advisors first reported a position in Schwab US Large-Cap Growth ETF in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Schwab US Large-Cap Growth ETF position peaked at $12K in Q2 2017.
  • 265 funds tracked by Wall St. Rank held Schwab US Large-Cap Growth ETF as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.