Aurora Financial Advisors’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

Aurora Financial Advisors’s Portfolio SCHV Stock Details SCHV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	$334K	Buy	+18,345	New	+$326K	0.24%	139

Other funds holding SCHV

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Aurora Financial Advisors's SCHV Position: Q4 2017 in Review

Aurora Financial Advisors opened a new position in Schwab US Large-Cap Value ETF (SCHV) in Q4 2017: 18,345 shares worth $334K. The stake represents 0.24% of the portfolio and ranks #139 among its holdings.

267 funds tracked by Wall St. Rank hold SCHV as of Q4 2017.

Aurora Financial Advisors held 18,345 shares of Schwab US Large-Cap Value ETF worth $334K as of Q4 2017.
Schwab US Large-Cap Value ETF was a new Aurora Financial Advisors position in Q4 2017.
Schwab US Large-Cap Value ETF made up 0.24% of Aurora Financial Advisors's portfolio in Q4 2017, its #139 holding.
267 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q4 2017.

Based on Aurora Financial Advisors's 13F filing for Q4 2017, filed 16 Mar 2018.